Strata Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Strata Wealth Advisors, LLC

$311 Billion
Q3 2024

A detailed history of Strata Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 1,298 shares of VOO stock, worth $707,461. This represents 0.22% of its overall portfolio holdings.

Number of Shares

1,298

Previous 1,005 29.15%

Holding current value

$707,461

Previous $503 Million 36.24%

% of portfolio

0.22%

Previous 0.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$475.2 - $527.7 $139,233 - $154,616	293 Added 29.15%	1,298 $685 Million
Q2 2024 Aug 14, 2024	BUY	$455.1 - $504.28 $43,234 - $47,906	95 Added 10.44%	1,005 $503 Million
Q1 2024 Apr 17, 2024	BUY	$429.43 - $481.35 $107,786 - $120,818	251 Added 38.09%	910 $437 Million
Q4 2023 Jan 31, 2024	BUY	$377.32 - $438.19 $34,336 - $39,875	91 Added 16.02%	659 $288 Million
Q3 2023 Oct 26, 2023	BUY	$392.7 - $420.68 $223,053 - $238,946	568 New	568 $223 Million

Others Institutions Holding VOO

# of Institutions

3,155

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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Strata Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History