Valley Forge Investment Consultants Inc Adv Vanguard Index Fds S&P 500 ETF Transaction History

Valley Forge Investment Consultants Inc Adv

$290 Million
Q4 2024

A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 2,895 shares of VOO stock, worth $1.58 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

2,895

Previous 2,886 0.31%

Holding current value

$1.58 Million

Previous $1.52 Million 2.43%

% of portfolio

0.54%

Previous 0.53%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$521.84 - $558.82 $4,696 - $5,029	9 Added 0.31%	2,895 $1.56 Million
Q3 2024 Nov 14, 2024	BUY	$475.2 - $527.7 $4,752 - $5,277	10 Added 0.35%	2,886 $1.52 Million
Q1 2024 Apr 30, 2024	BUY	$429.43 - $481.35 $371,456 - $416,367	865 Added 43.01%	2,876 $1.38 Million
Q4 2023 Feb 09, 2024	SELL	$377.32 - $438.19 $318,835 - $370,270	-845 Reduced 29.59%	2,011 $878,000
Q3 2023 Nov 09, 2023	BUY	$392.7 - $420.68 $1.12 Million - $1.2 Million	2,856 New	2,856 $1.12 Million
Q4 2022 Feb 14, 2023	BUY	$327.64 - $374.54 $4,586 - $5,243	14 Added 0.5%	2,833 $995,000
Q2 2022 Aug 03, 2022	SELL	$337.07 - $419.85 $204,938 - $255,268	-608 Reduced 17.74%	2,819 $978,000
Q1 2022 May 06, 2022	BUY	$382.7 - $439.25 $325,295 - $373,362	850 Added 32.98%	3,427 $1.42 Million
Q4 2021 Feb 10, 2022	BUY	$394.21 - $439.01 $123,387 - $137,410	313 Added 13.83%	2,577 $1.13 Million
Q3 2021 Nov 05, 2021	BUY	$390.68 - $416.73 $299,260 - $319,215	766 Added 51.13%	2,264 $891,000
Q3 2021 Nov 05, 2021	SELL	$390.68 - $416.73 $299,260 - $319,215	-766 Reduced 33.83%	1,498 $591,000
Q2 2021 Aug 10, 2021	BUY	$368.16 - $394.32 $524,628 - $561,906	1,425 Added 169.85%	2,264 $891,000
Q1 2021 May 04, 2021	BUY	$339.03 - $365.24 $1,017 - $1,095	3 Added 0.36%	839 $306,000
Q4 2020 Feb 04, 2021	BUY	$299.82 - $343.69 $250,649 - $287,324	836 New	836 $287,000

Others Institutions Holding VOO

# of Institutions

3,522

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Valley Forge Investment Consultants Inc Adv Vanguard Index Fds S&P 500 ETF Transaction History