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

Smart Wealth LLC

  • $319 Billion
  • Q2 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 7,750 shares of VOO stock, worth $4.86 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares
7,750
Previous 9,609 19.35%
Holding current value
$4.86 Million
Previous $4.94 Billion 10.86%
% of portfolio
1.38%
Previous 1.77%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$456.74 - $568.03 $849,079 - $1.06 Million
-1,859 Reduced 19.35%
7,750 $4.4 Billion
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
3,803
Shares Held
513M
Call Options Held
2.83M
Put Options Held
3.09M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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