A detailed history of United Asset Strategies, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, United Asset Strategies, Inc. holds 626 shares of VOO stock, worth $366,535. This represents 0.03% of its overall portfolio holdings.

Number of Shares
626
Previous 563 11.19%
Holding current value
$366,535
Previous $289,000 22.84%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

BUY
$456.74 - $568.03 $28,774 - $35,785
63 Added 11.19%
626 $355,000
Q1 2025

May 14, 2025

SELL
$507.05 - $563.67 $10,648 - $11,837
-21 Reduced 3.6%
563 $289,000
Q4 2024

Jan 22, 2025

BUY
$521.84 - $558.82 $45,921 - $49,176
88 Added 17.74%
584 $314,000
Q3 2024

Oct 28, 2024

BUY
$475.2 - $527.7 $2,376 - $2,638
5 Added 1.02%
496 $261,000
Q2 2024

Aug 01, 2024

SELL
$455.1 - $504.28 $9,102 - $10,085
-20 Reduced 3.91%
491 $245,000
Q1 2024

Apr 23, 2024

BUY
$429.43 - $481.35 $219,438 - $245,969
511 New
511 $245,000

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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