Sendero Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Sendero Wealth Management, LLC

$627 Million
Q4 2024

A detailed history of Sendero Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 26,218 shares of VOO stock, worth $14.3 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares

26,218

Previous 25,608 2.38%

Holding current value

$14.3 Million

Previous $13.5 Million 4.54%

% of portfolio

2.25%

Previous 2.2%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$521.84 - $558.82 $318,322 - $340,880	610 Added 2.38%	26,218 $14.1 Million
Q3 2024 Oct 09, 2024	SELL	$475.2 - $527.7 $277,992 - $308,704	-585 Reduced 2.23%	25,608 $13.5 Million
Q2 2024 Jul 12, 2024	SELL	$455.1 - $504.28 $137,895 - $152,796	-303 Reduced 1.14%	26,193 $13.1 Million
Q1 2024 Apr 16, 2024	SELL	$429.43 - $481.35 $390,351 - $437,547	-909 Reduced 3.32%	26,496 $12.7 Million
Q4 2023 Jan 17, 2024	SELL	$377.32 - $438.19 $87,915 - $102,098	-233 Reduced 0.84%	27,405 $12 Million
Q3 2023 Oct 10, 2023	SELL	$392.7 - $420.68 $1.64 Million - $1.75 Million	-4,165 Reduced 13.1%	27,638 $10.9 Million
Q2 2023 Jul 20, 2023	BUY	$371.44 - $407.28 $11.8 Million - $13 Million	31,803 New	31,803 $13 Million
Q3 2022 Oct 27, 2022	SELL	$328.3 - $395.04 $1.24 Million - $1.5 Million	-3,790 Reduced 11.4%	29,467 $9.67 Million
Q2 2022 Aug 09, 2022	SELL	$337.07 - $419.85 $52,919 - $65,916	-157 Reduced 0.47%	33,257 $11.5 Million
Q1 2022 May 06, 2022	SELL	$382.7 - $439.25 $312,283 - $358,428	-816 Reduced 2.38%	33,414 $13.9 Million
Q4 2021 Feb 15, 2022	BUY	$394.21 - $439.01 $13.5 Million - $15 Million	34,230 New	34,230 $14.9 Million

Others Institutions Holding VOO

# of Institutions

3,521

Shares Held

473M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Sendero Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History