Refined Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History

Refined Wealth Management

$132 Million
Q4 2024

A detailed history of Refined Wealth Management transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Refined Wealth Management holds 1,443 shares of VOO stock, worth $750,735. This represents 0.59% of its overall portfolio holdings.

Number of Shares

1,443

Previous 1,423 1.41%

Holding current value

$750,735

Previous $750,000 3.6%

% of portfolio

0.59%

Previous 0.58%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$521.84 - $558.82 $10,436 - $11,176	20 Added 1.41%	1,443 $777,000
Q3 2024 Oct 18, 2024	BUY	$475.2 - $527.7 $8,078 - $8,970	17 Added 1.21%	1,423 $750,000
Q1 2024 Apr 18, 2024	BUY	$429.43 - $481.35 $18,894 - $21,179	44 Added 3.23%	1,406 $675,000
Q4 2023 Jan 22, 2024	SELL	$377.32 - $438.19 $7,169 - $8,325	-19 Reduced 1.38%	1,362 $594,000
Q3 2023 Oct 16, 2023	BUY	$392.7 - $420.68 $3,141 - $3,365	8 Added 0.58%	1,381 $542,000
Q2 2023 Jul 17, 2023	SELL	$371.44 - $407.28 $13,000 - $14,254	-35 Reduced 2.49%	1,373 $559,000
Q1 2023 Apr 17, 2023	SELL	$348.66 - $382.94 $9,413 - $10,339	-27 Reduced 1.88%	1,408 $529,000
Q4 2022 Jan 17, 2023	BUY	$327.64 - $374.54 $57,337 - $65,544	175 Added 13.89%	1,435 $0
Q2 2022 Jul 19, 2022	BUY	$337.07 - $419.85 $36,403 - $45,343	108 Added 9.38%	1,260 $437,000
Q1 2022 Apr 20, 2022	SELL	$382.7 - $439.25 $212,781 - $244,223	-556 Reduced 32.55%	1,152 $478,000
Q4 2021 Feb 02, 2022	BUY	$394.21 - $439.01 $141,915 - $158,043	360 Added 26.71%	1,708 $746,000
Q2 2021 Jul 13, 2021	BUY	$368.16 - $394.32 $496,279 - $531,543	1,348 New	1,348 $530,000

Others Institutions Holding VOO

# of Institutions

3,543

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

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About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Refined Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History