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 $206,875. This represents 0.1% of its overall portfolio holdings.

Number of Shares

390

Previous 388 0.52%

Holding current value

$206,875

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

3,523

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Powell Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Powell Investment Advisors, LLC with notifications on news.

Account

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