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

Sfg Wealth Management, Llc.

$181 Million
Q3 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 2,407 shares of VOO stock, worth $1.32 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

2,407

Previous 2,297 4.79%

Holding current value

$1.32 Million

Previous $1.15 Million 10.63%

% of portfolio

0.7%

Previous 0.68%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,150

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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