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

Strategic Wealth Partners Group LLC

$851 Million
Q1 2024

A detailed history of Strategic Wealth Partners Group LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Strategic Wealth Partners Group LLC holds 21,434 shares of VOO stock, worth $10.9 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

21,434

Previous 21,224 0.99%

Holding current value

$10.9 Million

Previous $9.27 Million 11.14%

% of portfolio

1.21%

Previous 1.26%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$429.43 - $481.35 $90,180 - $101,083	210 Added 0.99%	21,434 $10.3 Million
Q4 2023 Feb 13, 2024	BUY	$377.32 - $438.19 $144,513 - $167,826	383 Added 1.84%	21,224 $9.27 Million
Q3 2023 Nov 14, 2023	SELL	$392.7 - $420.68 $236,798 - $253,670	-603 Reduced 2.81%	20,841 $8.18 Million
Q2 2023 Aug 10, 2023	SELL	$371.44 - $407.28 $304,209 - $333,562	-819 Reduced 3.68%	21,444 $8.73 Million
Q1 2023 May 11, 2023	BUY	$348.66 - $382.94 $3.31 Million - $3.64 Million	9,495 Added 74.37%	22,263 $8.35 Million
Q4 2022 Feb 07, 2023	BUY	$327.64 - $374.54 $383,011 - $437,837	1,169 Added 10.08%	12,768 $4.49 Million
Q3 2022 Nov 08, 2022	SELL	$328.3 - $395.04 $43,992 - $52,935	-134 Reduced 1.14%	11,599 $3.81 Million
Q2 2022 Aug 12, 2022	BUY	$337.07 - $419.85 $55,616 - $69,275	165 Added 1.43%	11,733 $4.07 Million
Q1 2022 May 12, 2022	SELL	$382.7 - $439.25 $2.37 Million - $2.72 Million	-6,192 Reduced 34.86%	11,568 $4.8 Million
Q4 2021 Feb 11, 2022	SELL	$394.21 - $439.01 $409,978 - $456,570	-1,040 Reduced 5.53%	17,760 $7.75 Million
Q3 2021 Nov 12, 2021	SELL	$390.68 - $416.73 $1.35 Million - $1.44 Million	-3,462 Reduced 15.55%	18,800 $7.42 Million
Q1 2021 May 17, 2021	SELL	$339.03 - $365.24 $763,495 - $822,520	-2,252 Reduced 9.19%	22,262 $8.11 Million
Q4 2020 Feb 11, 2021	SELL	$299.82 - $343.69 $52,468 - $60,145	-175 Reduced 0.71%	24,514 $8.43 Million
Q3 2020 Nov 13, 2020	SELL	$285.37 - $328.74 $36,812 - $42,407	-129 Reduced 0.52%	24,689 $7.6 Million
Q2 2020 Aug 13, 2020	SELL	$226.15 - $297.17 $557,459 - $732,524	-2,465 Reduced 9.03%	24,818 $7.03 Million
Q1 2020 May 14, 2020	SELL	$204.27 - $310.92 $22,878 - $34,823	-112 Reduced 0.41%	27,283 $6.46 Million
Q4 2019 Feb 14, 2020	BUY	$264.57 - $296.67 $7.25 Million - $8.13 Million	27,395 New	27,395 $8.1 Million
Q3 2019 Nov 13, 2019	SELL	$260.57 - $277.38 $8.02 Million - $8.54 Million	-30,782 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$252.12 - $271.73 $2.74 Million - $2.95 Million	10,861 Added 54.52%	30,782 $8.29 Million
Q1 2019 May 14, 2019	BUY	$224.5 - $261.43 $1.39 Million - $1.62 Million	6,195 Added 45.13%	19,921 $9.49 Million
Q4 2018 Feb 26, 2019	SELL	$215.07 - $268.24 $1.21 Million - $1.51 Million	-5,647 Reduced 29.15%	13,726 $3.15 Million
Q3 2018 Nov 14, 2018	BUY	$248.79 - $269.75 $279,142 - $302,659	1,122 Added 6.15%	19,373 $3.24 Billion
Q2 2018 Aug 16, 2018	SELL	$236.48 - $256.33 $61,721 - $66,902	-261 Reduced 1.41%	18,251 $0
Q1 2018 May 15, 2018	BUY	$236.79 - $263.36 $1.11 Million - $1.23 Million	4,685 Added 33.88%	18,512 $2.96 Billion
Q4 2017 Feb 14, 2018	SELL	$231.73 - $247.65 $442,140 - $472,516	-1,908 Reduced 12.13%	13,827 $3.39 Million
Q3 2017 Nov 14, 2017	BUY	$228.78 - $230.76 $3.6 Million - $3.63 Million	15,735	15,735 $3.63 Million

Others Institutions Holding VOO

# of Institutions

3,631

Shares Held

526M

Call Options Held

2.1M

Put Options Held

1.61M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners Group LLC with notifications on news.

Account

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