Opes Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History

Opes Wealth Management LLC

$486 Million
Q4 2024

A detailed history of Opes Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Opes Wealth Management LLC holds 1,324 shares of VOO stock, worth $742,366. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,324

Previous 1,109 19.39%

Holding current value

$742,366

Previous $585,000 21.88%

% of portfolio

0.15%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$521.84 - $558.82 $112,195 - $120,146	215 Added 19.39%	1,324 $713,000
Q3 2024 Oct 29, 2024	BUY	$475.2 - $527.7 $23,760 - $26,385	50 Added 4.72%	1,109 $585,000
Q1 2024 May 02, 2024	SELL	$429.43 - $481.35 $25,765 - $28,881	-60 Reduced 5.36%	1,059 $509,000
Q4 2023 Jan 31, 2024	SELL	$377.32 - $438.19 $76,973 - $89,390	-204 Reduced 15.42%	1,119 $488,000
Q3 2023 Nov 02, 2023	SELL	$392.7 - $420.68 $7,854 - $8,413	-20 Reduced 1.49%	1,323 $519,000
Q2 2023 Aug 02, 2023	BUY	$371.44 - $407.28 $152,290 - $166,984	410 Added 43.94%	1,343 $546,000
Q1 2023 May 01, 2023	BUY	$348.66 - $382.94 $348 - $382	1 Added 0.11%	933 $350,000
Q3 2022 Oct 31, 2022	BUY	$328.3 - $395.04 $20,354 - $24,492	62 Added 7.13%	932 $306,000
Q2 2022 Aug 10, 2022	BUY	$337.07 - $419.85 $293,250 - $365,269	870 New	870 $302,000

Others Institutions Holding VOO

# of Institutions

3,471

Shares Held

473M

Call Options Held

2.41M

Put Options Held

1.46M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
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Opes Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History