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

Selective Wealth Management, Inc.

$239 Million
Q3 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 130,029 shares of VOO stock, worth $70.9 Million. This represents 28.66% of its overall portfolio holdings.

Number of Shares

130,029

Previous 133,550 2.64%

Holding current value

$70.9 Million

Previous $66.8 Million 2.72%

% of portfolio

28.66%

Previous 29.89%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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