Paces Ferry Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Paces Ferry Wealth Advisors, LLC

  • $187 Million
  • Q1 2025

A detailed history of Paces Ferry Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Paces Ferry Wealth Advisors, LLC holds 407 shares of VOO stock, worth $235,241. This represents 0.11% of its overall portfolio holdings.

Number of Shares
407
Previous 634 35.8%
Holding current value
$235,241
Previous $341,000 38.71%
% of portfolio
0.11%
Previous 0.17%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$507.05 - $563.67 $115,100 - $127,953
-227 Reduced 35.8%
407 $209,000
Q4 2024

Feb 11, 2025
BUY
$521.84 - $558.82 $110,630 - $118,469
212 Added 50.24%
634 $341,000
Q1 2024

May 01, 2024
BUY
$429.43 - $481.35 $181,219 - $203,129
422 New
422 $202,000
Q4 2022

Jan 23, 2023
BUY
$327.64 - $374.54 $655 - $749
2 Added 0.32%
636 $0
Q3 2022

Oct 13, 2022
BUY
$328.3 - $395.04 $14,116 - $16,986
43 Added 7.28%
634 $208,000
Q1 2022

Apr 20, 2022
SELL
$382.7 - $439.25 $24,875 - $28,551
-65 Reduced 9.91%
591 $246,000
Q4 2021

Jan 19, 2022
SELL
$394.21 - $439.01 $22,469 - $25,023
-57 Reduced 7.99%
656 $286,000
Q3 2021

Oct 29, 2021
BUY
$390.68 - $416.73 $390 - $416
1 Added 0.14%
713 $281,000
Q2 2021

Jul 21, 2021
BUY
$368.16 - $394.32 $736 - $788
2 Added 0.28%
712 $280,000
Q3 2020

Nov 19, 2020
BUY
$285.37 - $328.74 $202,612 - $233,405
710 New
710 $218,000

Others Institutions Holding VOO

# of Institutions
3,667
Shares Held
531M
Call Options Held
2.1M
Put Options Held
1.61M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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