Vestia Personal Wealth Advisors Vanguard Index Fds S&P 500 ETF Transaction History

Vestia Personal Wealth Advisors

  • $121 Billion
  • Q4 2024

A detailed history of Vestia Personal Wealth Advisors transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 7,330 shares of VOO stock, worth $3.78 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares
7,330
Previous 6,470 13.29%
Holding current value
$3.78 Million
Previous $3.41 Billion 15.69%
% of portfolio
3.25%
Previous 3.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$521.84 - $558.82 $448,782 - $480,585
860 Added 13.29%
7,330 $3.95 Billion
Q3 2024

Nov 04, 2024
BUY
$475.2 - $527.7 $359,251 - $398,941
756 Added 13.23%
6,470 $3.41 Billion
Q2 2024

Aug 09, 2024
BUY
$455.1 - $504.28 $2.6 Million - $2.88 Million
5,714 New
5,714 $2.86 Billion

Others Institutions Holding VOO

# of Institutions
3,539
Shares Held
474M
Call Options Held
2.36M
Put Options Held
2.13M
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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