Strategic Wealth Investment Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Strategic Wealth Investment Group, LLC

$848 Million
Q4 2024

A detailed history of Strategic Wealth Investment Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 705 shares of VOO stock, worth $395,293. This represents 0.04% of its overall portfolio holdings.

Number of Shares

705

Holding current value

$395,293

% of portfolio

0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$521.84 - $558.82 $367,897 - $393,968	705 New	705 $379,000
Q3 2024 Oct 24, 2024	BUY	$475.2 - $527.7 $37,540 - $41,688	79 Added 9.0%	957 $504,000
Q2 2024 Aug 13, 2024	SELL	$455.1 - $504.28 $161,105 - $178,515	-354 Reduced 28.73%	878 $439,000
Q4 2023 Jan 16, 2024	BUY	$377.32 - $438.19 $464,858 - $539,850	1,232 New	1,232 $538,000
Q2 2023 Jul 17, 2023	BUY	$371.44 - $407.28 $191,291 - $209,749	515 New	515 $209,000
Q2 2022 Aug 08, 2022	BUY	$337.07 - $419.85 $416,281 - $518,514	1,235 New	1,235 $428,000

Others Institutions Holding VOO

# of Institutions

3,206

Shares Held

390M

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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Strategic Wealth Investment Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History