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 387 shares of VOO stock, worth $201,952. This represents 0.1% of its overall portfolio holdings.

Number of Shares
387
Previous 387 -0.0%
Holding current value
$201,952
Previous $186,000 3.76%
% of portfolio
0.1%
Previous 0.1%

Shares

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

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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