Selective Wealth Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Selective Wealth Management, Inc.

$308 Million
Q3 2025

A detailed history of Selective Wealth Management, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 121,774 shares of VOO stock, worth $75.2 Million. This represents 24.19% of its overall portfolio holdings.

Number of Shares

121,774

Previous 123,123 1.1%

Holding current value

$75.2 Million

Previous $69.9 Million 6.63%

% of portfolio

24.19%

Previous 25.74%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	SELL	$567.77 - $614.76 $765,921 - $829,311	-1,349 Reduced 1.1%	121,774 $74.6 Million
Q2 2025 Jul 10, 2025	SELL	$456.74 - $568.03 $1.18 Million - $1.46 Million	-2,576 Reduced 2.05%	123,123 $69.9 Million
Q1 2025 Apr 14, 2025	SELL	$507.05 - $563.67 $2.17 Million - $2.41 Million	-4,278 Reduced 3.29%	125,699 $64.3 Million
Q4 2024 Jan 15, 2025	SELL	$521.84 - $558.82 $27,135 - $29,058	-52 Reduced 0.04%	129,977 $70 Million
Q3 2024 Oct 09, 2024	SELL	$475.2 - $527.7 $1.67 Million - $1.86 Million	-3,521 Reduced 2.64%	130,029 $68.6 Million
Q2 2024 Jul 10, 2024	SELL	$455.1 - $504.28 $653,978 - $724,650	-1,437 Reduced 1.06%	133,550 $66.8 Million
Q1 2024 Apr 11, 2024	BUY	$429.43 - $481.35 $1.74 Million - $1.95 Million	4,045 Added 3.09%	134,987 $64.9 Million
Q4 2023 Jan 05, 2024	BUY	$377.32 - $438.19 $2.54 Million - $2.95 Million	6,721 Added 5.41%	130,942 $57.2 Million
Q3 2023 Oct 10, 2023	SELL	$392.7 - $420.68 $250,935 - $268,814	-639 Reduced 0.51%	124,221 $48.8 Million
Q2 2023 Jul 11, 2023	BUY	$371.44 - $407.28 $8.01 Million - $8.78 Million	21,553 Added 20.86%	124,860 $50.9 Million
Q4 2022 Jan 23, 2023	BUY	$327.64 - $374.54 $8.87 Million - $10.1 Million	27,060 Added 35.49%	103,307 $0
Q3 2022 Oct 21, 2022	BUY	$328.3 - $395.04 $2.8 Million - $3.37 Million	8,527 Added 12.59%	76,247 $25 Million
Q2 2022 Jul 28, 2022	BUY	$337.07 - $419.85 $19.1 Million - $23.8 Million	56,724 Added 515.86%	67,720 $23.5 Million
Q1 2022 Apr 20, 2022	SELL	$382.7 - $439.25 $246,076 - $282,437	-643 Reduced 5.52%	10,996 $4.57 Million
Q4 2021 Jan 18, 2022	BUY	$394.21 - $439.01 $1.85 Million - $2.06 Million	4,699 Added 67.71%	11,639 $5.08 Million
Q3 2021 Oct 27, 2021	BUY	$390.68 - $416.73 $976,700 - $1.04 Million	2,500 Added 56.31%	6,940 $2.74 Million
Q1 2021 Apr 09, 2021	SELL	$339.03 - $365.24 $289,192 - $311,549	-853 Reduced 16.12%	4,440 $1.62 Million
Q3 2020 Oct 21, 2020	BUY	$285.37 - $328.74 $1.33 Million - $1.53 Million	4,650 Added 723.17%	5,293 $1.63 Million
Q2 2020 Jul 15, 2020	BUY	$226.15 - $297.17 $145,414 - $191,080	643 New	643 $182,000
Q4 2019 Jan 10, 2020	SELL	$264.57 - $296.67 $7,937 - $8,900	-30 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$260.57 - $277.38 $7,817 - $8,321	30 New	30 $8,000

Others Institutions Holding VOO

# of Institutions

3,869

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

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 Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Account

Selective Wealth Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History