A detailed history of Source Financial Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Source Financial Advisors LLC holds 1,167 shares of VOO stock, worth $645,140. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,167
Previous 1,167 -0.0%
Holding current value
$645,140
Previous $583,000 5.49%
% of portfolio
0.18%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 11, 2024

SELL
$377.32 - $438.19 $1.11 Million - $1.29 Million
-2,944 Reduced 71.61%
1,167 $509,000
Q3 2023

Oct 26, 2023

BUY
$392.7 - $420.68 $1.61 Million - $1.73 Million
4,111 New
4,111 $1.61 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Source Financial Advisors LLC Portfolio

Follow Source Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Source Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Source Financial Advisors LLC with notifications on news.