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

Sheets Smith Wealth Management

$802 Million
Q4 2024

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 63,738 shares of VOO stock, worth $35.4 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares

63,738

Previous 59,270 7.54%

Holding current value

$35.4 Million

Previous $31.3 Million 9.81%

% of portfolio

4.28%

Previous 3.88%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,228

Shares Held

401M

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 Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

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