Swm Advisors Vanguard Index Fds S&P 500 ETF Transaction History

Swm Advisors

  • $106 Million
  • Q3 2022

A detailed history of Swm Advisors transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Swm Advisors holds 129,127 shares of VOO stock, worth $74.3 Million. This represents 39.94% of its overall portfolio holdings.

Number of Shares
129,127
Previous 126,173 2.34%
Holding current value
$74.3 Million
Previous $43.8 Million 3.14%
% of portfolio
39.94%
Previous 39.86%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 12, 2022
BUY
$328.3 - $395.04 $969,798 - $1.17 Million
2,954 Added 2.34%
129,127 $42.4 Million
Q2 2022

Jul 08, 2022
BUY
$337.07 - $419.85 $909,751 - $1.13 Million
2,699 Added 2.19%
126,173 $43.8 Million
Q1 2022

Apr 12, 2022
BUY
$382.7 - $439.25 $1.68 Million - $1.93 Million
4,396 Added 3.69%
123,474 $51.3 Million
Q4 2021

Feb 10, 2022
BUY
$394.21 - $439.01 $46.9 Million - $52.3 Million
119,078 New
119,078 $50.1 Million

Others Institutions Holding VOO

# of Institutions
3,640
Shares Held
526M
Call Options Held
2.1M
Put Options Held
1.61M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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