Sky Oak Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Sky Oak Wealth, LLC

$417 Million
Q1 2024

A detailed history of Sky Oak Wealth, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 4,316 shares of VOO stock, worth $2.18 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

4,316

Previous 4,207 2.59%

Holding current value

$2.18 Million

Previous $1.84 Million 12.9%

% of portfolio

0.5%

Previous 0.48%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$429.43 - $481.35 $46,807 - $52,467	109 Added 2.59%	4,316 $2.07 Million
Q4 2023 Jan 12, 2024	SELL	$377.32 - $438.19 $116,214 - $134,962	-308 Reduced 6.82%	4,207 $1.84 Million
Q3 2023 Oct 24, 2023	SELL	$392.7 - $420.68 $30,237 - $32,392	-77 Reduced 1.68%	4,515 $1.77 Million
Q2 2023 Jul 20, 2023	SELL	$371.44 - $407.28 $128,889 - $141,326	-347 Reduced 7.03%	4,592 $1.87 Million
Q1 2023 May 02, 2023	SELL	$348.66 - $382.94 $21,965 - $24,125	-63 Reduced 1.26%	4,939 $1.86 Million

Q4 2022 Jan 26, 2023	SELL	$343.59 - $374.54 $537,031 - $585,406	-1,563 Reduced 23.81%	5,002 $0
Q3 2022 Oct 25, 2022	BUY	$339.63 - $395.04 $77,096 - $89,674	227 Added 3.58%	6,565 $2.16 Million
Q2 2022 Jul 26, 2022	SELL	$337.07 - $419.85 $416,955 - $519,354	-1,237 Reduced 16.33%	6,338 $2.2 Million
Q1 2022 Apr 18, 2022	SELL	$382.7 - $439.25 $112,513 - $129,139	-294 Reduced 3.74%	7,575 $3.15 Million
Q4 2021 Jan 24, 2022	BUY	$394.21 - $439.01 $3.1 Million - $3.45 Million	7,869 New	7,869 $3.44 Million
Q2 2021 Jul 19, 2021	SELL	$368.16 - $394.32 $192,179 - $205,835	-522 Closed	0 $0
Q1 2021 Apr 29, 2021	SELL	$339.03 - $365.24 $2.15 Million - $2.31 Million	-6,337 Reduced 92.39%	522 $200,000
Q4 2020 Feb 02, 2021	SELL	$299.82 - $343.69 $3,298 - $3,780	-11 Reduced 0.16%	6,859 $2.36 Million
Q3 2020 Nov 03, 2020	BUY	$285.37 - $328.74 $1.96 Million - $2.26 Million	6,870 New	6,870 $2.11 Million
Q1 2020 May 04, 2020	SELL	$204.27 - $310.92 $428,149 - $651,688	-2,096 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$264.57 - $296.67 $554,538 - $621,820	2,096 New	2,096 $620,000

Others Institutions Holding VOO

# of Institutions

2,884

Shares Held

360M

Call Options Held

2.32M

Put Options Held

2.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Sky Oak Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History