Powell Investment Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Powell Investment Advisors, LLC

$210 Million
Q4 2024

A detailed history of Powell Investment Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Powell Investment Advisors, LLC holds 390 shares of VOO stock, worth $216,956. This represents 0.1% of its overall portfolio holdings.

Number of Shares

390

Previous 388 0.52%

Holding current value

$216,956

Previous $204,000 2.94%

% of portfolio

0.1%

Previous 0.1%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$521.84 - $558.82 $1,043 - $1,117	2 Added 0.52%	390 $210,000
Q3 2024 Nov 01, 2024	BUY	$475.2 - $527.7 $475 - $527	1 Added 0.26%	388 $204,000
Q1 2024 Apr 15, 2024	BUY	$429.43 - $481.35 $60,549 - $67,870	141 Added 57.32%	387 $186,000
Q4 2023 Jan 31, 2024	BUY	$377.32 - $438.19 $754 - $876	2 Added 0.82%	246 $107,000
Q3 2023 Oct 16, 2023	BUY	$392.7 - $420.68 $392 - $420	1 Added 0.41%	244 $95,000
Q2 2023 Aug 02, 2023	BUY	$371.44 - $407.28 $4,828 - $5,294	13 Added 5.65%	243 $98,000
Q1 2023 May 10, 2023	BUY	$348.66 - $382.94 $80,191 - $88,076	230 New	230 $86,000
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $328 - $395	1 Added 0.48%	210 $69,000
Q2 2022 Aug 02, 2022	BUY	$337.07 - $419.85 $43,482 - $54,160	129 Added 161.25%	209 $73,000
Q4 2021 Jan 14, 2022	BUY	$394.21 - $439.01 $31,536 - $35,120	80 New	80 $35,000
Q3 2021 Oct 13, 2021	SELL	$390.68 - $416.73 $30,863 - $32,921	-79 Closed	0 $0
Q1 2021 Apr 14, 2021	BUY	$339.03 - $365.24 $26,783 - $28,853	79 New	79 $29,000

Others Institutions Holding VOO

# of Institutions

3,264

Shares Held

406M

Call Options Held

2.08M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Powell Investment Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History