Portside Wealth Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Portside Wealth Group, LLC

$675 Billion
Q2 2025

A detailed history of Portside Wealth Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Portside Wealth Group, LLC holds 2,967 shares of VOO stock, worth $1.81 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

2,967

Previous 2,859 3.78%

Holding current value

$1.81 Million

Previous $1.47 Billion 14.71%

% of portfolio

0.25%

Previous 0.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$456.74 - $568.03 $49,327 - $61,347	108 Added 3.78%	2,967 $1.69 Billion
Q1 2025 Apr 14, 2025	BUY	$507.05 - $563.67 $31,437 - $34,947	62 Added 2.22%	2,859 $1.47 Billion
Q1 2025 Apr 10, 2025	BUY	$507.05 - $563.67 $235,271 - $261,542	464 Added 19.89%	2,797 $1.51 Billion
Q3 2024 Oct 31, 2024	BUY	$475.2 - $527.7 $120,700 - $134,035	254 Added 12.22%	2,333 $1.23 Billion
Q2 2024 Jul 18, 2024	SELL	$455.1 - $504.28 $128,793 - $142,711	-283 Reduced 11.98%	2,079 $1.04 Billion
Q1 2024 Apr 17, 2024	BUY	$429.43 - $481.35 $159,318 - $178,580	371 Added 18.63%	2,362 $1.14 Billion
Q4 2023 Jan 16, 2024	BUY	$377.32 - $438.19 $10,942 - $12,707	29 Added 1.48%	1,991 $870 Million
Q3 2023 Oct 27, 2023	SELL	$392.7 - $420.68 $13,744 - $14,723	-35 Reduced 1.75%	1,962 $771 Million
Q2 2023 Sep 01, 2023	SELL	$371.44 - $407.28 $14.1 Million - $15.5 Million	-37,943 Reduced 95.0%	1,997 $813 Million
Q2 2023 Aug 01, 2023	BUY	$371.44 - $407.28 $14.8 Million - $16.3 Million	39,940 New	39,940 $16.3 Million

Others Institutions Holding VOO

# of Institutions

3,762

Shares Held

511M

Call Options Held

2.83M

Put Options Held

3.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Portside Wealth Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History