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

Selective Wealth Management, Inc.

  • $247 Million
  • Q4 2024

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 129,977 shares of VOO stock, worth $67.6 Million. This represents 28.37% of its overall portfolio holdings.

Number of Shares
129,977
Previous 130,029 0.04%
Holding current value
$67.6 Million
Previous $68.6 Million 2.07%
% of portfolio
28.37%
Previous 28.66%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,543
Shares Held
474M
Call Options Held
2.36M
Put Options Held
2.13M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Selective Wealth Management, Inc. Portfolio

Follow Selective Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email