Trevian Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History

Trevian Wealth Management LLC

  • $20.1 Million
  • Q2 2024

Shares

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

Apr 26, 2024
BUY
$429.43 - $481.35 $4.45 Million - $4.99 Million
10,360 Added 7.17%
154,951 $74.5 Million
Q4 2023

Jan 18, 2024
BUY
$377.32 - $438.19 $4.09 Million - $4.75 Million
10,835 Added 8.1%
144,591 $63.2 Million
Q3 2023

Oct 30, 2023
BUY
$392.7 - $420.68 $52.5 Million - $56.3 Million
133,756 New
133,756 $52.5 Million
Q1 2023

Apr 14, 2023
BUY
$348.66 - $382.94 $18.6 Million - $20.5 Million
53,445 Added 65.72%
134,772 $50.7 Million
Q4 2022

Jan 30, 2023
SELL
$343.59 - $374.54 $15.3 Million - $16.7 Million
-44,646 Reduced 35.44%
81,327 $28.6 Million
Q3 2022

Oct 24, 2022
BUY
$339.63 - $395.04 $899,000 - $1.05 Million
2,647 Added 2.15%
125,973 $41.4 Million
Q2 2022

Jul 25, 2022
BUY
$337.07 - $419.85 $3.86 Million - $4.8 Million
11,443 Added 10.23%
123,326 $42.9 Million
Q1 2022

May 03, 2022
BUY
$382.7 - $439.25 $4.22 Million - $4.85 Million
11,031 Added 10.94%
111,883 $46.5 Million
Q4 2021

Jan 31, 2022
BUY
$394.21 - $439.01 $39.8 Million - $44.3 Million
100,852 New
100,852 $44.2 Million

Others Institutions Holding VOO

# of Institutions
2,900
Shares Held
361M
Call Options Held
2.32M
Put Options Held
2.05M
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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