Sheets Smith Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History

Sheets Smith Wealth Management

$832 Million
Q2 2025

A detailed history of Sheets Smith Wealth Management transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Sheets Smith Wealth Management holds 69,217 shares of VOO stock, worth $40.5 Million. This represents 4.72% of its overall portfolio holdings.

Number of Shares

69,217

Previous 66,939 3.4%

Holding current value

$40.5 Million

Previous $34.4 Million 14.29%

% of portfolio

4.72%

Previous 4.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$456.74 - $568.03 $1.04 Million - $1.29 Million	2,278 Added 3.4%	69,217 $39.3 Million
Q1 2025 Apr 23, 2025	BUY	$507.05 - $563.67 $1.62 Million - $1.8 Million	3,201 Added 5.02%	66,939 $34.4 Million
Q4 2024 Jan 17, 2025	BUY	$521.84 - $558.82 $2.33 Million - $2.5 Million	4,468 Added 7.54%	63,738 $34.3 Million
Q3 2024 Nov 01, 2024	SELL	$475.2 - $527.7 $15.3 Million - $17 Million	-32,172 Reduced 35.18%	59,270 $31.3 Million
Q2 2024 Jul 30, 2024	BUY	$455.1 - $504.28 $197,513 - $218,857	434 Added 0.48%	91,442 $45.7 Million
Q1 2024 May 08, 2024	BUY	$429.43 - $481.35 $39.1 Million - $43.8 Million	91,008 New	91,008 $43.7 Million
Q3 2023 Oct 23, 2023	BUY	$392.7 - $420.68 $88,357 - $94,653	225 New	225 $88,000

Others Institutions Holding VOO

# of Institutions

3,679

Shares Held

530M

Call Options Held

2.1M

Put Options Held

1.61M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Sheets Smith Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History