Peak Financial Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Peak Financial Management, Inc.

$336 Million
Q3 2024

A detailed history of Peak Financial Management, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Peak Financial Management, Inc. holds 34,100 shares of VOO stock, worth $18.9 Million. This represents 5.35% of its overall portfolio holdings.

Number of Shares

34,100

Previous 34,972 2.49%

Holding current value

$18.9 Million

Previous $17.5 Million 2.88%

% of portfolio

5.35%

Previous 5.67%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$475.2 - $527.7 $414,374 - $460,154	-872 Reduced 2.49%	34,100 $18 Million
Q2 2024 Jul 22, 2024	SELL	$455.1 - $504.28 $260,772 - $288,952	-573 Reduced 1.61%	34,972 $17.5 Million
Q1 2024 Apr 22, 2024	SELL	$429.43 - $481.35 $453,907 - $508,786	-1,057 Reduced 2.89%	35,545 $17.1 Million
Q4 2023 Jan 18, 2024	SELL	$377.32 - $438.19 $444,105 - $515,749	-1,177 Reduced 3.12%	36,602 $16 Million
Q3 2023 Oct 24, 2023	SELL	$392.7 - $420.68 $420,581 - $450,548	-1,071 Reduced 2.76%	37,779 $14.8 Million
Q2 2023 Jul 26, 2023	SELL	$371.44 - $407.28 $224,349 - $245,997	-604 Reduced 1.53%	38,850 $15.8 Million
Q1 2023 Apr 24, 2023	SELL	$348.66 - $382.94 $73,567 - $80,800	-211 Reduced 0.53%	39,454 $14.8 Million
Q4 2022 Jan 27, 2023	SELL	$327.64 - $374.54 $356,144 - $407,124	-1,087 Reduced 2.67%	39,665 $13.9 Million
Q3 2022 Oct 28, 2022	SELL	$328.3 - $395.04 $896,915 - $1.08 Million	-2,732 Reduced 6.28%	40,752 $13.4 Million
Q2 2022 Jul 29, 2022	SELL	$337.07 - $419.85 $415,607 - $517,675	-1,233 Reduced 2.76%	43,484 $15.1 Million
Q1 2022 Apr 20, 2022	SELL	$382.7 - $439.25 $507,842 - $582,884	-1,327 Reduced 2.88%	44,717 $18.6 Million
Q4 2021 Jan 27, 2022	SELL	$394.21 - $439.01 $575,546 - $640,954	-1,460 Reduced 3.07%	46,044 $20.1 Million
Q3 2021 Oct 19, 2021	SELL	$390.68 - $416.73 $10,939 - $11,668	-28 Reduced 0.06%	47,504 $18.7 Million
Q2 2021 Aug 04, 2021	SELL	$368.16 - $394.32 $128,856 - $138,012	-350 Reduced 0.73%	47,532 $18.7 Million
Q1 2021 Apr 29, 2021	SELL	$339.03 - $365.24 $328,859 - $354,282	-970 Reduced 1.99%	47,882 $17.4 Million
Q4 2020 Jan 26, 2021	BUY	$299.82 - $343.69 $445,232 - $510,379	1,485 Added 3.14%	48,852 $16.8 Million
Q3 2020 Oct 19, 2020	SELL	$285.37 - $328.74 $16,836 - $19,395	-59 Reduced 0.12%	47,367 $14.6 Million
Q2 2020 Aug 06, 2020	SELL	$226.15 - $297.17 $648,372 - $851,986	-2,867 Reduced 5.7%	47,426 $13.4 Million
Q1 2020 Apr 29, 2020	SELL	$204.27 - $310.92 $158,513 - $241,273	-776 Reduced 1.52%	50,293 $11.9 Million
Q4 2019 Jan 31, 2020	SELL	$264.57 - $296.67 $288,645 - $323,666	-1,091 Reduced 2.09%	51,069 $15.1 Million
Q3 2019 Oct 29, 2019	BUY	$260.57 - $277.38 $2,084 - $2,219	8 Added 0.02%	52,160 $14.2 Million
Q2 2019 Aug 01, 2019	SELL	$252.12 - $271.73 $184,047 - $198,362	-730 Reduced 1.38%	52,152 $14 Million
Q1 2019 May 01, 2019	SELL	$224.5 - $261.43 $252,338 - $293,847	-1,124 Reduced 2.08%	52,882 $13.7 Million
Q4 2018 Jan 30, 2019	SELL	$215.07 - $268.24 $137,859 - $171,941	-641 Reduced 1.17%	54,006 $12.4 Million
Q3 2018 Nov 06, 2018	SELL	$248.79 - $269.75 $232,867 - $252,486	-936 Reduced 1.68%	54,647 $14.6 Million
Q2 2018 Jul 19, 2018	SELL	$236.48 - $256.33 $139,759 - $151,491	-591 Reduced 1.05%	55,583 $13.9 Million
Q1 2018 May 08, 2018	SELL	$236.79 - $263.36 $5.02 Million - $5.59 Million	-21,207 Reduced 27.41%	56,174 $13.6 Million
Q4 2017 Feb 08, 2018	SELL	$231.73 - $247.65 $704,459 - $752,856	-3,040 Reduced 3.78%	77,381 $19 Million
Q3 2017 Oct 30, 2017	SELL	$228.78 - $230.76 $822,921 - $830,043	-3,597 Reduced 4.28%	80,421 $18.6 Million
Q2 2017 Aug 14, 2017	BUY	N/A	84,018	84,018 $18.7 Million

Others Institutions Holding VOO

# of Institutions

3,154

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

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About VANGUARD INDEX FDS S&P 500 ETF

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Peak Financial Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History