Smart Wealth LLC Vanguard Index Fds S&P 500 ETF Transaction History

Smart Wealth LLC

$279 Billion
Q1 2025

A detailed history of Smart Wealth LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Smart Wealth LLC holds 9,609 shares of VOO stock, worth $4.89 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares

9,609

Previous 16,293 41.02%

Holding current value

$4.89 Million

Previous $8.78 Billion 43.75%

% of portfolio

1.77%

Previous 3.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$507.05 - $563.67 $3.39 Million - $3.77 Million	-6,684 Reduced 41.02%	9,609 $4.94 Billion
Q4 2024 Jan 28, 2025	BUY	$521.84 - $558.82 $3.65 Million - $3.91 Million	6,996 Added 75.25%	16,293 $8.78 Billion
Q3 2024 Dec 13, 2024	SELL	$475.2 - $527.7 $1.19 Million - $1.32 Million	-2,496 Reduced 21.17%	9,297 $4.91 Billion
Q2 2024 Dec 13, 2024	SELL	$455.1 - $504.28 $188,411 - $208,771	-414 Reduced 3.39%	11,793 $5.9 Billion
Q1 2024 Dec 13, 2024	BUY	$429.43 - $481.35 $4.16 Million - $4.67 Million	9,698 Added 386.53%	12,207 $5.87 Billion
Q4 2023 Dec 13, 2024	BUY	$377.32 - $438.19 $589,751 - $684,890	1,563 Added 165.22%	2,509 $1.1 Billion
Q3 2023 Dec 13, 2024	BUY	$392.7 - $420.68 $1,963 - $2,103	5 Added 0.53%	946 $371 Million
Q2 2023 Dec 13, 2024	SELL	$371.44 - $407.28 $15,600 - $17,105	-42 Reduced 4.27%	941 $383 Million
Q1 2023 Dec 13, 2024	SELL	$348.66 - $382.94 $80,889 - $88,842	-232 Reduced 19.09%	983 $370 Million
Q4 2022 Dec 13, 2024	BUY	$327.64 - $374.54 $398,082 - $455,066	1,215 New	1,215 $427 Million

Others Institutions Holding VOO

# of Institutions

3,600

Shares Held

465M

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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