A detailed history of Strategies Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 7,627 shares of VOO stock, worth $4.14 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
7,627
Previous 7,579 0.63%
Holding current value
$4.14 Million
Previous $3.79 Billion 6.17%
% of portfolio
0.54%
Previous 0.55%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$475.2 - $527.7 $22,809 - $25,329
48 Added 0.63%
7,627 $4.02 Billion
Q2 2024

Jul 29, 2024

SELL
$455.1 - $504.28 $42,779 - $47,402
-94 Reduced 1.23%
7,579 $3.79 Billion
Q1 2024

Apr 22, 2024

BUY
$429.43 - $481.35 $1.48 Million - $1.66 Million
3,453 Added 81.82%
7,673 $3.69 Billion
Q4 2023

Jan 22, 2024

SELL
$377.32 - $438.19 $122,629 - $142,411
-325 Reduced 7.15%
4,220 $1.84 Billion
Q3 2023

Oct 10, 2023

BUY
$392.7 - $420.68 $117,024 - $125,362
298 Added 7.02%
4,545 $1.78 Billion
Q2 2023

Jul 12, 2023

BUY
$371.44 - $407.28 $46,801 - $51,317
126 Added 3.06%
4,247 $1.73 Billion
Q1 2023

Jun 27, 2023

SELL
$348.66 - $382.94 $24,057 - $26,422
-69 Reduced 1.65%
4,121 $1.55 Billion
Q4 2022

Jun 27, 2023

BUY
$327.64 - $374.54 $210,017 - $240,080
641 Added 18.06%
4,190 $1.47 Billion
Q2 2022

Jun 27, 2023

SELL
$337.07 - $419.85 $6,404 - $7,977
-19 Reduced 0.53%
3,549 $1.23 Billion
Q1 2022

Jun 27, 2023

BUY
$382.7 - $439.25 $448,907 - $515,240
1,173 Added 48.98%
3,568 $1.48 Billion
Q4 2021

Jun 26, 2023

BUY
$394.21 - $439.01 $944,132 - $1.05 Million
2,395 New
2,395 $1.05 Billion

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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