Sja Financial Advisory, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Sja Financial Advisory, LLC

$139 Million
Q4 2024

A detailed history of Sja Financial Advisory, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Sja Financial Advisory, LLC holds 1,565 shares of VOO stock, worth $830,467. This represents 0.61% of its overall portfolio holdings.

Number of Shares

1,565

Previous 1,560 0.32%

Holding current value

$830,467

Previous $823,000 2.43%

% of portfolio

0.61%

Previous 0.56%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 03, 2025	BUY	$521.84 - $558.82 $2,609 - $2,794	5 Added 0.32%	1,565 $843,000
Q3 2024 Nov 25, 2024	SELL	$475.2 - $527.7 $67,003 - $74,405	-141 Reduced 8.29%	1,560 $823,000
Q2 2024 Jul 31, 2024	BUY	$455.1 - $504.28 $45,054 - $49,923	99 Added 6.18%	1,701 $850,000
Q1 2024 May 10, 2024	SELL	$429.43 - $481.35 $42,513 - $47,653	-99 Reduced 5.82%	1,602 $770,000
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $4,905 - $5,696	13 Added 0.77%	1,701 $742,000
Q3 2023 Nov 15, 2023	BUY	$392.7 - $420.68 $2,356 - $2,524	6 Added 0.36%	1,688 $662,000
Q2 2023 Aug 14, 2023	SELL	$371.44 - $407.28 $6,685 - $7,331	-18 Reduced 1.06%	1,682 $685,000
Q1 2023 Apr 28, 2023	BUY	$348.66 - $382.94 $2,440 - $2,680	7 Added 0.41%	1,700 $639,000
Q4 2022 Feb 14, 2023	BUY	$327.64 - $374.54 $554,694 - $634,096	1,693 New	1,693 $594,000

Others Institutions Holding VOO

# of Institutions

3,543

Shares Held

473M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Sja Financial Advisory, LLC Vanguard Index Fds S&P 500 ETF Transaction History