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 1,423 shares of VOO stock, worth $775,591. This represents 0.58% of its overall portfolio holdings.

Number of Shares
1,423
Previous 1,406 1.21%
Holding current value
$775,591
Previous $703,000 6.69%
% of portfolio
0.58%
Previous 0.55%

Shares

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

About VANGUARD INDEX FDS S&P 500 ETF


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