Sfg Wealth Management, Llc. Vanguard Index Fds S&P 500 ETF Transaction History

Sfg Wealth Management, Llc.

$183 Million
Q4 2024

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 2,321 shares of VOO stock, worth $1.29 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

2,321

Previous 2,407 3.57%

Holding current value

$1.29 Million

Previous $1.27 Million 1.57%

% of portfolio

0.68%

Previous 0.7%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$521.84 - $558.82 $44,878 - $48,058	-86 Reduced 3.57%	2,321 $1.25 Million
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

# of Institutions

3,221

Shares Held

391M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sfg Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Sfg Wealth Management, Llc. with notifications on news.

Account

Sfg Wealth Management, Llc. Vanguard Index Fds S&P 500 ETF Transaction History