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

Stone Point Wealth LLC

$305 Million
Q3 2024

A detailed history of Stone Point Wealth LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 1,023 shares of VOO stock, worth $565,013. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,023

Previous 1,023 -0.0%

Holding current value

$565,013

Previous $511,000 5.48%

% of portfolio

0.18%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$455.1 - $504.28 $15,928 - $17,649	-35 Reduced 3.31%	1,023 $511,000
Q1 2024 May 01, 2024	SELL	$429.43 - $481.35 $195,390 - $219,014	-455 Reduced 30.07%	1,058 $508,000
Q4 2023 Jan 26, 2024	SELL	$377.32 - $438.19 $9,055 - $10,516	-24 Reduced 1.56%	1,513 $660,000
Q3 2023 Oct 25, 2023	BUY	$392.7 - $420.68 $296,095 - $317,192	754 Added 96.3%	1,537 $603,000
Q2 2023 Jul 25, 2023	BUY	$371.44 - $407.28 $78,002 - $85,528	210 Added 36.65%	783 $318,000
Q1 2023 Apr 20, 2023	BUY	$348.66 - $382.94 $199,782 - $219,424	573 New	573 $215,000

Others Institutions Holding VOO

# of Institutions

3,150

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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