Shira Ridge Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History

Shira Ridge Wealth Management

$201 Billion
Q1 2025

A detailed history of Shira Ridge Wealth Management transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 1,397 shares of VOO stock, worth $710,807. This represents 0.36% of its overall portfolio holdings.

Number of Shares

1,397

Previous 1,416 1.34%

Holding current value

$710,807

Previous $763 Million 5.9%

% of portfolio

0.36%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$507.05 - $563.67 $9,633 - $10,709	-19 Reduced 1.34%	1,397 $718 Million
Q4 2024 Jan 13, 2025	SELL	$521.84 - $558.82 $4,174 - $4,470	-8 Reduced 0.56%	1,416 $763 Million
Q2 2024 Jul 11, 2024	SELL	$455.1 - $504.28 $75,091 - $83,206	-165 Reduced 10.38%	1,424 $712 Million
Q1 2024 Apr 18, 2024	BUY	$429.43 - $481.35 $57,114 - $64,019	133 Added 9.13%	1,589 $764 Million
Q4 2023 Jan 10, 2024	BUY	$377.32 - $438.19 $26,412 - $30,673	70 Added 5.05%	1,456 $636 Million
Q1 2023 May 08, 2023	BUY	$348.66 - $382.94 $36,260 - $39,825	104 Added 8.11%	1,386 $521 Million
Q4 2022 Jan 12, 2023	BUY	$327.64 - $374.54 $420,034 - $480,160	1,282 New	1,282 $450 Million

Others Institutions Holding VOO

# of Institutions

3,589

Shares Held

464M

Call Options Held

2.36M

Put Options Held

2.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Shira Ridge Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History