Successful Portfolios LLC Vanguard Index Fds S&P 500 ETF Transaction History

Successful Portfolios LLC

$147 Million
Q3 2024

A detailed history of Successful Portfolios LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Successful Portfolios LLC holds 594 shares of VOO stock, worth $329,937. This represents 0.21% of its overall portfolio holdings.

Number of Shares

594

Previous 592 0.34%

Holding current value

$329,937

Previous $296,000 5.74%

% of portfolio

0.21%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$475.2 - $527.7 $950 - $1,055	2 Added 0.34%	594 $313,000
Q2 2024 Jul 12, 2024	BUY	$455.1 - $504.28 $1,365 - $1,512	3 Added 0.51%	592 $296,000
Q4 2023 Jan 18, 2024	BUY	$377.32 - $438.19 $26,412 - $30,673	70 Added 13.49%	589 $257,000
Q3 2023 Oct 10, 2023	SELL	$392.7 - $420.68 $1,178 - $1,262	-3 Reduced 0.57%	519 $203,000
Q2 2023 Jul 20, 2023	BUY	$371.44 - $407.28 $193,891 - $212,600	522 New	522 $212,000
Q2 2022 Jul 22, 2022	SELL	$337.07 - $419.85 $176,287 - $219,581	-523 Closed	0 $0
Q1 2022 Apr 21, 2022	SELL	$382.7 - $439.25 $1,913 - $2,196	-5 Reduced 0.95%	523 $217,000
Q4 2021 Jan 26, 2022	SELL	$394.21 - $439.01 $2,759 - $3,073	-7 Reduced 1.31%	528 $231,000
Q2 2021 Jul 23, 2021	BUY	$368.16 - $394.32 $196,965 - $210,961	535 New	535 $211,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Successful Portfolios LLC, based on Form 13F filings with the SEC.

News

Stay updated on Successful Portfolios LLC with notifications on news.

Account

Successful Portfolios LLC Vanguard Index Fds S&P 500 ETF Transaction History