Southern Wealth Management, LLP Vanguard Index Fds S&P 500 ETF Transaction History

Southern Wealth Management, LLP

$258 Million
Q1 2023

A detailed history of Southern Wealth Management, LLP transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Southern Wealth Management, LLP holds 36,935 shares of VOO stock, worth $22.8 Million. This represents 5.39% of its overall portfolio holdings.

Number of Shares

36,935

Previous 36,242 1.91%

Holding current value

$22.8 Million

Previous $12.7 Million 9.09%

% of portfolio

5.39%

Previous 5.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	BUY	$348.66 - $382.94 $241,621 - $265,377	693 Added 1.91%	36,935 $13.9 Million
Q4 2022 Feb 13, 2023	SELL	$327.64 - $374.54 $1.23 Million - $1.41 Million	-3,757 Reduced 9.39%	36,242 $12.7 Million
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $1.15 Million - $1.39 Million	3,510 Added 9.62%	39,999 $14.2 Million
Q2 2022 Aug 11, 2022	BUY	$337.07 - $419.85 $1.65 Million - $2.06 Million	4,906 Added 15.53%	36,489 $12.7 Million
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $470,338 - $539,838	1,229 Added 4.05%	31,583 $13.1 Million

Q4 2021 Feb 10, 2022	SELL	$394.21 - $439.01 $1.28 Million - $1.43 Million	-3,250 Reduced 9.67%	30,354 $13.3 Million
Q3 2021 Nov 15, 2021	BUY	$390.68 - $416.73 $220,343 - $235,035	564 Added 1.71%	33,604 $13.3 Million
Q2 2021 Aug 13, 2021	BUY	$368.16 - $394.32 $51,542 - $55,204	140 Added 0.43%	33,040 $13.4 Million
Q1 2021 May 17, 2021	BUY	$339.03 - $365.24 $221,725 - $238,866	654 Added 2.03%	32,900 $12 Million
Q4 2020 Feb 16, 2021	BUY	$299.82 - $343.69 $600,539 - $688,411	2,003 Added 6.62%	32,246 $11.1 Million
Q3 2020 Nov 25, 2020	BUY	$285.37 - $328.74 $2.36 Million - $2.72 Million	8,270 Added 37.64%	30,243 $9.3 Million
Q2 2020 Aug 14, 2020	BUY	$226.15 - $297.17 $3.98 Million - $5.23 Million	17,616 Added 404.31%	21,973 $6.23 Million
Q1 2020 May 14, 2020	BUY	$204.27 - $310.92 $333,777 - $508,043	1,634 Added 60.01%	4,357 $1.03 Million
Q4 2019 May 14, 2020	BUY	$264.57 - $296.67 $720,424 - $807,832	2,723 New	2,723 $805,000

Others Institutions Holding VOO

# of Institutions

3,874

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Southern Wealth Management, LLP Vanguard Index Fds S&P 500 ETF Transaction History