Soundmark Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Soundmark Wealth Management, LLC

$225 Million
Q1 2024

A detailed history of Soundmark Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Soundmark Wealth Management, LLC holds 13,156 shares of VOO stock, worth $6.71 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares

13,156

Previous 12,984 1.32%

Holding current value

$6.71 Million

Previous $5.67 Million 11.51%

% of portfolio

2.81%

Previous 2.8%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	$429.43 - $481.35 $73,861 - $82,792	172 Added 1.32%	13,156 $6.32 Million
Q4 2023 Jan 09, 2024	SELL	$377.32 - $438.19 $373,924 - $434,246	-991 Reduced 7.09%	12,984 $5.67 Million
Q3 2023 Oct 10, 2023	BUY	$392.7 - $420.68 $594,155 - $636,488	1,513 Added 12.14%	13,975 $5.49 Million
Q2 2023 Jul 13, 2023	BUY	$371.44 - $407.28 $41,972 - $46,022	113 Added 0.92%	12,462 $5.08 Million
Q1 2023 Apr 10, 2023	BUY	$348.66 - $382.94 $546,698 - $600,449	1,568 Added 14.54%	12,349 $4.64 Million

Q4 2022 Jan 12, 2023	SELL	$343.59 - $374.54 $190,005 - $207,120	-553 Reduced 4.88%	10,781 $0
Q3 2022 Oct 12, 2022	SELL	$339.63 - $395.04 $264,911 - $308,131	-780 Reduced 6.44%	11,334 $3.72 Million
Q2 2022 Jul 11, 2022	SELL	$337.07 - $419.85 $779,979 - $971,532	-2,314 Reduced 16.04%	12,114 $4.2 Million
Q1 2022 Apr 11, 2022	BUY	$382.7 - $439.25 $298,888 - $343,054	781 Added 5.72%	14,428 $5.99 Million
Q4 2021 Jan 18, 2022	SELL	$394.21 - $439.01 $3.89 Million - $4.33 Million	-9,869 Reduced 41.97%	13,647 $5.96 Million
Q3 2021 Oct 13, 2021	BUY	$390.68 - $416.73 $1.84 Million - $1.96 Million	4,706 Added 25.02%	23,516 $9.28 Million
Q2 2021 Jul 13, 2021	BUY	$368.16 - $394.32 $518,001 - $554,808	1,407 Added 8.08%	18,810 $7.4 Million
Q1 2021 Apr 14, 2021	BUY	$339.03 - $365.24 $1.2 Million - $1.29 Million	3,532 Added 25.46%	17,403 $6.34 Million
Q4 2020 Jan 27, 2021	BUY	$299.82 - $343.69 $4.16 Million - $4.77 Million	13,871 New	13,871 $4.77 Million

Others Institutions Holding VOO

# of Institutions

2,888

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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Industry ETFs

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Soundmark Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History