Strategic Wealth Partners, Ltd. Vanguard Index Fds S&P 500 ETF Transaction History

Strategic Wealth Partners, Ltd.

  • $892 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 1,159 shares of VOO stock, worth $579,650. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,159
Previous 1,380 16.01%
Holding current value
$579,650
Previous $602,000 7.48%
% of portfolio
0.06%
Previous 0.07%

Shares

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

May 20, 2024
SELL
$429.43 - $481.35 $94,904 - $106,378
-221 Reduced 16.01%
1,159 $557,000
Q4 2023

May 20, 2024
BUY
$377.32 - $438.19 $110,554 - $128,389
293 Added 26.95%
1,380 $602,000
Q3 2023

May 20, 2024
SELL
$392.7 - $420.68 $71,864 - $76,984
-183 Reduced 14.41%
1,087 $426,000
Q2 2023

May 20, 2024
BUY
$371.44 - $407.28 $8,171 - $8,960
22 Added 1.76%
1,270 $517,000
Q1 2023

Apr 24, 2023
SELL
$348.66 - $382.94 $118,544 - $130,199
-340 Reduced 21.41%
1,248 $469,000
Q4 2022

Apr 24, 2023
SELL
$343.59 - $374.54 $125,410 - $136,707
-365 Reduced 18.69%
1,588 $557,000
Q3 2022

Apr 24, 2023
BUY
$339.63 - $395.04 $663,297 - $771,513
1,953 New
1,953 $663,000
Q3 2021

Nov 12, 2021
SELL
$390.68 - $416.73 $248,081 - $264,623
-635 Closed
0 $0
Q2 2021

Aug 25, 2021
BUY
$368.16 - $394.32 $233,781 - $250,393
635 New
635 $250,000
Q4 2019

Jan 30, 2020
SELL
$264.57 - $296.67 $84,926 - $95,231
-321 Closed
0 $0
Q3 2019

Oct 28, 2019
SELL
$260.57 - $277.38 $4.13 Million - $4.39 Million
-15,834 Reduced 98.01%
321 $86,000
Q2 2019

Aug 06, 2019
SELL
$252.12 - $271.73 $1.09 Million - $1.17 Million
-4,316 Reduced 21.08%
16,155 $4.35 Million
Q1 2019

May 14, 2019
BUY
$224.5 - $261.43 $4.57 Million - $5.33 Million
20,372 Added 20577.78%
20,471 $5.37 Million
Q2 2018

Sep 04, 2018
SELL
$236.48 - $256.33 $23,175 - $25,120
-98 Reduced 49.75%
99 $25,000
Q1 2018

Jul 13, 2018
BUY
$236.79 - $263.36 $46,647 - $51,881
197 New
197 $48,000

Others Institutions Holding VOO

# of Institutions
2,882
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
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email