A detailed history of Unique Wealth, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Unique Wealth, LLC holds 1,749 shares of VOO stock, worth $971,482. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,749
Previous 1,588 10.14%
Holding current value
$971,482
Previous $794 Million 16.15%
% of portfolio
0.21%
Previous 0.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

BUY
$475.2 - $527.7 $76,507 - $84,959
161 Added 10.14%
1,749 $923 Million
Q1 2024

Apr 11, 2024

SELL
$429.43 - $481.35 $143,859 - $161,252
-335 Reduced 17.42%
1,588 $764 Million
Q4 2023

Jan 11, 2024

SELL
$377.32 - $438.19 $4.51 Million - $5.24 Million
-11,956 Reduced 86.14%
1,923 $840 Million
Q3 2023

Oct 10, 2023

SELL
$392.7 - $420.68 $78,540 - $84,136
-200 Reduced 1.42%
13,879 $5.45 Billion
Q2 2023

Jul 21, 2023

SELL
$371.44 - $407.28 $27,486 - $30,138
-74 Reduced 0.52%
14,079 $5.73 Billion
Q1 2023

Apr 20, 2023

SELL
$348.66 - $382.94 $2.05 Million - $2.25 Million
-5,880 Reduced 29.35%
14,153 $5.32 Billion
Q4 2022

Jan 25, 2023

BUY
$327.64 - $374.54 $6.56 Million - $7.5 Million
20,033 New
20,033 $7.04 Billion

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Unique Wealth, LLC Portfolio

Follow Unique Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Unique Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Unique Wealth, LLC with notifications on news.