Old North State Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Old North State Wealth Management, LLC

$192 Billion
Q2 2025

A detailed history of Old North State Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Old North State Wealth Management, LLC holds 2,893 shares of VOO stock, worth $1.69 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares

2,893

Previous 1,074 169.37%

Holding current value

$1.69 Million

Previous $554 Million 197.18%

% of portfolio

0.86%

Previous 0.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$456.74 - $568.03 $830,810 - $1.03 Million	1,819 Added 169.37%	2,893 $1.65 Billion
Q1 2025 Apr 24, 2025	SELL	$507.05 - $563.67 $17,239 - $19,164	-34 Reduced 3.07%	1,074 $554 Million
Q4 2024 Jan 27, 2025	BUY	$521.84 - $558.82 $76,710 - $82,146	147 Added 15.3%	1,108 $600 Million
Q3 2024 Oct 29, 2024	BUY	$475.2 - $527.7 $13,780 - $15,303	29 Added 3.11%	961 $508 Million
Q1 2024 Oct 29, 2024	BUY	$429.43 - $481.35 $13,312 - $14,921	31 Added 3.44%	932 $449 Million
Q4 2023 Oct 28, 2024	BUY	$377.32 - $438.19 $339,965 - $394,809	901 New	901 $394 Million

Others Institutions Holding VOO

# of Institutions

3,682

Shares Held

531M

Call Options Held

2.14M

Put Options Held

2.72M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Old North State Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History