A detailed history of Sfg Wealth Management, Llc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 2,407 shares of VOO stock, worth $1.31 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
2,407
Previous 2,297 4.79%
Holding current value
$1.31 Million
Previous $1.15 Million 10.63%
% of portfolio
0.7%
Previous 0.68%

Shares

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

Oct 31, 2024

BUY
$475.2 - $527.7 $52,272 - $58,047
110 Added 4.79%
2,407 $1.27 Million
Q2 2024

Jul 19, 2024

SELL
$455.1 - $504.28 $74,636 - $82,701
-164 Reduced 6.66%
2,297 $1.15 Million
Q1 2024

Apr 26, 2024

SELL
$429.43 - $481.35 $36,501 - $40,914
-85 Reduced 3.34%
2,461 $1.18 Million
Q4 2023

Jan 19, 2024

BUY
$377.32 - $438.19 $9,810 - $11,392
26 Added 1.03%
2,546 $1.11 Million
Q3 2023

Oct 19, 2023

SELL
$392.7 - $420.68 $71,471 - $76,563
-182 Reduced 6.74%
2,520 $989,000
Q2 2023

Jul 14, 2023

SELL
$371.44 - $407.28 $92,117 - $101,005
-248 Reduced 8.41%
2,702 $1.1 Million
Q1 2023

Apr 11, 2023

SELL
$348.66 - $382.94 $1.19 Million - $1.31 Million
-3,425 Reduced 53.73%
2,950 $1.11 Million
Q4 2022

Jan 31, 2023

SELL
$327.64 - $374.54 $83,548 - $95,507
-255 Reduced 3.85%
6,375 $2.24 Million
Q3 2022

Oct 12, 2022

SELL
$328.3 - $395.04 $32,830 - $39,504
-100 Reduced 1.49%
6,630 $2.18 Million
Q1 2022

Apr 22, 2022

SELL
$382.7 - $439.25 $121,315 - $139,242
-317 Reduced 4.5%
6,730 $2.79 Million
Q4 2021

Feb 14, 2022

BUY
$394.21 - $439.01 $2.78 Million - $3.09 Million
7,047 New
7,047 $3.08 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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