Sterling Investment Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Sterling Investment Management, LLC

  • $135 Million
  • Q1 2024

A detailed history of Sterling Investment Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Sterling Investment Management, LLC holds 565 shares of VOO stock, worth $288,059. This represents 0.2% of its overall portfolio holdings.

Number of Shares
565
Previous 1,135 50.22%
Holding current value
$288,059
Previous $495,000 45.25%
% of portfolio
0.2%
Previous 0.38%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$429.43 - $481.35 $244,775 - $274,369
-570 Reduced 50.22%
565 $271,000
Q4 2023

Jan 17, 2024
SELL
$377.32 - $438.19 $546,359 - $634,499
-1,448 Reduced 56.06%
1,135 $495,000
Q4 2022

Jan 12, 2023
BUY
$343.59 - $374.54 $302,015 - $329,220
879 Added 51.58%
2,583 $0
Q3 2022

Oct 24, 2022
SELL
$339.63 - $395.04 $679 - $790
-2 Reduced 0.12%
1,704 $559,000
Q2 2022

Jul 06, 2022
SELL
$337.07 - $419.85 $262,240 - $326,643
-778 Reduced 31.32%
1,706 $592,000
Q4 2021

Jan 21, 2022
BUY
$394.21 - $439.01 $175,423 - $195,359
445 Added 21.82%
2,484 $1.08 Million
Q4 2020

Jan 22, 2021
BUY
$299.82 - $343.69 $184,389 - $211,369
615 Added 43.19%
2,039 $701,000
Q3 2020

Oct 28, 2020
BUY
$285.37 - $328.74 $16,836 - $19,395
59 Added 4.32%
1,424 $438,000
Q2 2020

Jul 14, 2020
BUY
$226.15 - $297.17 $65,809 - $86,476
291 Added 27.09%
1,365 $387,000
Q4 2019

Jan 31, 2020
BUY
$264.57 - $296.67 $3,968 - $4,450
15 Added 1.42%
1,074 $318,000
Q4 2018

Jan 17, 2019
BUY
$215.07 - $268.24 $54,197 - $67,596
252 Added 31.23%
1,059 $243,000
Q3 2018

Oct 25, 2018
BUY
$248.79 - $269.75 $200,773 - $217,688
807 New
807 $215,000

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

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