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

Selective Wealth Management, Inc.

  • $272 Million
  • Q2 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 123,123 shares of VOO stock, worth $72.1 Million. This represents 25.74% of its overall portfolio holdings.

Number of Shares
123,123
Previous 125,699 2.05%
Holding current value
$72.1 Million
Previous $64.3 Million 8.85%
% of portfolio
25.74%
Previous 26.82%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,703
Shares Held
532M
Call Options Held
2.14M
Put Options Held
2.72M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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