Sequoia Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 37,793 shares of VOO stock, worth $21 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
37,793
Previous 35,590 6.19%
Holding current value
$21 Million
Previous $17.8 Million 12.04%
% of portfolio
0.22%
Previous 0.22%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$475.2 - $527.7 $1.05 Million - $1.16 Million
2,203 Added 6.19%
37,793 $19.9 Million
Q2 2024

Jul 15, 2024
BUY
$455.1 - $504.28 $511,077 - $566,306
1,123 Added 3.26%
35,590 $17.8 Million
Q1 2024

Apr 30, 2024
BUY
$429.43 - $481.35 $5.08 Million - $5.7 Million
11,833 Added 52.28%
34,467 $16.6 Million
Q4 2023

Jan 25, 2024
BUY
$377.32 - $438.19 $2.1 Million - $2.44 Million
5,570 Added 32.64%
22,634 $9.89 Million
Q3 2023

Nov 08, 2023
BUY
$392.7 - $420.68 $906,351 - $970,929
2,308 Added 15.64%
17,064 $6.7 Million
Q2 2023

Aug 08, 2023
BUY
$371.44 - $407.28 $1.37 Million - $1.5 Million
3,690 Added 33.35%
14,756 $6.01 Million
Q1 2023

Apr 24, 2023
SELL
$348.66 - $382.94 $67,988 - $74,673
-195 Reduced 1.73%
11,066 $4.16 Million
Q4 2022

Jan 17, 2023
BUY
$327.64 - $374.54 $1.64 Million - $1.88 Million
5,014 Added 80.26%
11,261 $0
Q3 2022

Oct 26, 2022
SELL
$328.3 - $395.04 $1.09 Million - $1.31 Million
-3,325 Reduced 34.74%
6,247 $2.05 Million
Q2 2022

Jul 22, 2022
SELL
$337.07 - $419.85 $14,156 - $17,633
-42 Reduced 0.44%
9,572 $3.32 Million
Q1 2022

May 13, 2022
BUY
$382.7 - $439.25 $362,416 - $415,969
947 Added 10.93%
9,614 $3.99 Million
Q4 2021

Feb 11, 2022
BUY
$394.21 - $439.01 $2.35 Million - $2.62 Million
5,971 Added 221.48%
8,667 $3.78 Million
Q3 2021

Oct 26, 2021
SELL
$390.68 - $416.73 $2.14 Million - $2.28 Million
-5,465 Reduced 66.96%
2,696 $1.06 Million
Q2 2021

Jul 27, 2021
SELL
$368.16 - $394.32 $61,850 - $66,245
-168 Reduced 2.02%
8,161 $3.21 Million
Q1 2021

May 14, 2021
SELL
$339.03 - $365.24 $46,108 - $49,672
-136 Reduced 1.61%
8,329 $3.03 Million
Q4 2020

Feb 12, 2021
BUY
$299.82 - $343.69 $83,050 - $95,202
277 Added 3.38%
8,465 $2.91 Million
Q3 2020

Oct 23, 2020
BUY
$285.37 - $328.74 $603,557 - $695,285
2,115 Added 34.83%
8,188 $2.52 Million
Q2 2020

Aug 25, 2020
BUY
$226.15 - $297.17 $1.37 Million - $1.8 Million
6,073 New
6,073 $1.72 Million
Q2 2020

Aug 11, 2020
SELL
$226.15 - $297.17 $402,773 - $529,259
-1,781 Closed
0 $1.72 Million
Q1 2020

May 11, 2020
BUY
$204.27 - $310.92 $195,486 - $297,550
957 Added 116.14%
1,781 $422,000
Q4 2019

Feb 13, 2020
BUY
$264.57 - $296.67 $6,878 - $7,713
26 Added 3.26%
824 $244,000
Q3 2019

Oct 22, 2019
BUY
$260.57 - $277.38 $6,253 - $6,657
24 Added 3.1%
798 $218,000
Q1 2019

May 13, 2019
BUY
$224.5 - $261.43 $173,763 - $202,346
774 New
774 $201,000

Others Institutions Holding VOO

# of Institutions
3,154
Shares Held
395M
Call Options Held
2.09M
Put Options Held
2.68M
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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