Perissos Private Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Perissos Private Wealth Management, LLC

$134 Billion
Q4 2024

A detailed history of Perissos Private Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 25,019 shares of VOO stock, worth $14 Million. This represents 10.08% of its overall portfolio holdings.

Number of Shares

25,019

Previous 25,737 2.79%

Holding current value

$14 Million

Previous $13.6 Billion 0.74%

% of portfolio

10.08%

Previous 10.9%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$521.84 - $558.82 $374,681 - $401,232	-718 Reduced 2.79%	25,019 $13.5 Billion
Q3 2024 Nov 12, 2024	SELL	$475.2 - $527.7 $1.06 Million - $1.18 Million	-2,228 Reduced 7.97%	25,737 $13.6 Billion
Q2 2024 Aug 09, 2024	BUY	$455.1 - $504.28 $1.44 Million - $1.6 Million	3,169 Added 12.78%	27,965 $14 Billion
Q1 2024 May 14, 2024	BUY	$429.43 - $481.35 $10.6 Million - $11.9 Million	24,796 New	24,796 $11.9 Billion

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
Industry ETFs

More about VOO

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Perissos Private Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History