Symphony Financial, Ltd. Co. Vanguard Index Fds S&P 500 ETF Transaction History

Symphony Financial, Ltd. Co.

$619 Million
Q4 2024

A detailed history of Symphony Financial, Ltd. Co. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Symphony Financial, Ltd. Co. holds 510 shares of VOO stock, worth $265,332. This represents 0.04% of its overall portfolio holdings.

Number of Shares

510

Previous 8,089 93.7%

Holding current value

$265,332

Previous $4.27 Million 93.58%

% of portfolio

0.04%

Previous 0.7%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$521.84 - $558.82 $3.96 Million - $4.24 Million	-7,579 Reduced 93.7%	510 $274,000
Q3 2024 Oct 21, 2024	BUY	$475.2 - $527.7 $311,731 - $346,171	656 Added 8.83%	8,089 $4.27 Million
Q2 2024 Jul 17, 2024	BUY	$455.1 - $504.28 $14,108 - $15,632	31 Added 0.42%	7,433 $3.72 Million
Q1 2024 Apr 17, 2024	SELL	$429.43 - $481.35 $5,582 - $6,257	-13 Reduced 0.18%	7,402 $3.56 Million
Q4 2023 Jan 18, 2024	BUY	$377.32 - $438.19 $245,258 - $284,823	650 Added 9.61%	7,415 $3.24 Million
Q3 2023 Nov 07, 2023	BUY	$392.7 - $420.68 $53,799 - $57,633	137 Added 2.07%	6,765 $2.66 Million
Q2 2023 Jul 12, 2023	SELL	$371.44 - $407.28 $43,829 - $48,059	-118 Reduced 1.75%	6,628 $2.7 Million
Q1 2023 May 03, 2023	BUY	$348.66 - $382.94 $175,724 - $193,001	504 Added 8.07%	6,746 $2.54 Million
Q4 2022 Jan 26, 2023	BUY	$327.64 - $374.54 $38,333 - $43,821	117 Added 1.91%	6,242 $0
Q3 2022 Oct 27, 2022	BUY	$328.3 - $395.04 $319,435 - $384,373	973 Added 18.89%	6,125 $2.04 Million
Q2 2022 Jul 18, 2022	SELL	$337.07 - $419.85 $845,371 - $1.05 Million	-2,508 Reduced 32.74%	5,152 $1.8 Million
Q1 2022 May 13, 2022	BUY	$382.7 - $439.25 $2.93 Million - $3.36 Million	7,660 New	7,660 $965,000
Q2 2021 Jul 13, 2021	SELL	$368.16 - $394.32 $1.89 Million - $2.03 Million	-5,147 Closed	0 $0
Q1 2021 Apr 15, 2021	BUY	$339.03 - $365.24 $1.74 Million - $1.88 Million	5,147 New	5,147 $1.92 Million

Others Institutions Holding VOO

# of Institutions

3,543

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Symphony Financial, Ltd. Co. Vanguard Index Fds S&P 500 ETF Transaction History