Valley Financial Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Valley Financial Management, Inc.

$193 Billion
Q2 2023

A detailed history of Valley Financial Management, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Valley Financial Management, Inc. holds 17,216 shares of VOO stock, worth $9.39 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares

17,216

Previous 17,790 3.23%

Holding current value

$9.39 Million

Previous $6.69 Billion 5.14%

% of portfolio

3.64%

Previous 4.14%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$371.44 - $407.28 $213,206 - $233,778	-574 Reduced 3.23%	17,216 $7.03 Billion
Q1 2023 May 15, 2023	SELL	$348.66 - $382.94 $3.83 Million - $4.21 Million	-10,995 Reduced 38.2%	17,790 $6.69 Billion
Q4 2022 Feb 14, 2023	SELL	$327.64 - $374.54 $6.79 Million - $7.76 Million	-20,730 Reduced 41.87%	28,785 $10.1 Billion
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $16.3 Million - $19.6 Million	49,515 New	49,515 $16.3 Billion

Others Institutions Holding VOO

# of Institutions

3,148

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valley Financial Management, Inc. with notifications on news.

Account

Valley Financial Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History