Ulland Investment Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Ulland Investment Advisors, LLC

$157 Million
Q4 2024

A detailed history of Ulland Investment Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 1,195 shares of VOO stock, worth $670,753. This represents 0.41% of its overall portfolio holdings.

Number of Shares

1,195

Previous 1,000 19.5%

Holding current value

$670,753

Previous $528,000 21.97%

% of portfolio

0.41%

Previous 0.39%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$521.84 - $558.82 $101,758 - $108,969	195 Added 19.5%	1,195 $644,000
Q3 2024 Oct 15, 2024	BUY	$475.2 - $527.7 $4,752 - $5,277	10 Added 1.01%	1,000 $528,000
Q2 2024 Jul 16, 2024	BUY	$455.1 - $504.28 $6,826 - $7,564	15 Added 1.54%	990 $495,000
Q1 2024 Apr 25, 2024	BUY	$429.43 - $481.35 $4,723 - $5,294	11 Added 1.14%	975 $469,000
Q4 2023 Jan 16, 2024	SELL	$377.32 - $438.19 $56,220 - $65,290	-149 Reduced 13.39%	964 $421,000
Q3 2023 Oct 23, 2023	BUY	$392.7 - $420.68 $90,713 - $97,177	231 Added 26.19%	1,113 $437,000
Q2 2023 Jul 20, 2023	BUY	$371.44 - $407.28 $5,571 - $6,109	15 Added 1.73%	882 $359,000
Q1 2023 Apr 17, 2023	SELL	$348.66 - $382.94 $69,732 - $76,588	-200 Reduced 18.74%	867 $326,000
Q4 2022 Jan 31, 2023	BUY	$327.64 - $374.54 $11,795 - $13,483	36 Added 3.49%	1,067 $375,000
Q3 2022 Oct 12, 2022	BUY	$328.3 - $395.04 $8,864 - $10,666	27 Added 2.69%	1,031 $338,000
Q2 2022 Jul 25, 2022	BUY	$337.07 - $419.85 $6,741 - $8,397	20 Added 2.03%	1,004 $348,000
Q1 2022 May 09, 2022	BUY	$382.7 - $439.25 $1,913 - $2,196	5 Added 0.51%	984 $409,000
Q4 2021 Feb 16, 2022	BUY	$394.21 - $439.01 $385,931 - $429,790	979 New	979 $427,000

Others Institutions Holding VOO

# of Institutions

3,508

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Ulland Investment Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History