Uptown Financial Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Uptown Financial Advisors LLC

  • $121 Billion
  • Q3 2025

A detailed history of Uptown Financial Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 734 shares of VOO stock, worth $460,247. This represents 0.37% of its overall portfolio holdings.

Number of Shares
734
Previous 748 1.87%
Holding current value
$460,247
Previous $425 Million 5.79%
% of portfolio
0.37%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$567.77 - $614.76 $7,948 - $8,606
-14 Reduced 1.87%
734 $449 Million
Q1 2025

May 06, 2025
SELL
$507.05 - $563.67 $3,042 - $3,382
-6 Reduced 0.8%
748 $384 Million
Q4 2024

Apr 29, 2025
BUY
$521.84 - $558.82 $393,467 - $421,350
754 New
754 $406 Million

Others Institutions Holding VOO

# of Institutions
3,803
Shares Held
513M
Call Options Held
2.83M
Put Options Held
3.09M
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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