A detailed history of Tolleson Wealth Management, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 2,707 shares of VOO stock, worth $1.35 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,707
Previous 2,775 2.45%
Holding current value
$1.35 Million
Previous $1.21 Million 7.34%
% of portfolio
0.25%
Previous 0.25%

Shares

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

May 15, 2024

SELL
$429.43 - $481.35 $29,201 - $32,731
-68 Reduced 2.45%
2,707 $1.3 Million
Q4 2023

Feb 14, 2024

BUY
$377.32 - $438.19 $25,657 - $29,796
68 Added 2.51%
2,775 $1.21 Million
Q1 2022

May 16, 2022

BUY
$382.7 - $439.25 $30,998 - $35,579
81 Added 3.08%
2,707 $1.12 Million
Q2 2021

Aug 13, 2021

SELL
$368.16 - $394.32 $34,607 - $37,066
-94 Reduced 3.46%
2,626 $1.04 Million
Q1 2021

May 05, 2021

SELL
$339.03 - $365.24 $107,133 - $115,415
-316 Reduced 10.41%
2,720 $991,000
Q4 2020

Feb 16, 2021

BUY
$299.82 - $343.69 $910,253 - $1.04 Million
3,036 New
3,036 $1.04 Million
Q1 2020

May 15, 2020

SELL
$204.27 - $310.92 $258,401 - $393,313
-1,265 Closed
0 $0
Q3 2019

Nov 14, 2019

SELL
$260.57 - $277.38 $121,165 - $128,981
-465 Reduced 26.88%
1,265 $346,000
Q4 2018

Apr 09, 2019

BUY
$215.07 - $268.24 $372,071 - $464,055
1,730 New
1,730 $398,000

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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