Vista Wealth Management Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Vista Wealth Management Group, LLC

$1.47 Billion
Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 27,530 shares of VOO stock, worth $14 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

27,530

Previous 26,747 2.93%

Holding current value

$14 Million

Previous $14.4 Million 1.83%

% of portfolio

0.96%

Previous 0.97%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$507.05 - $563.67 $397,020 - $441,353	783 Added 2.93%	27,530 $14.1 Million
Q3 2024 Nov 06, 2024	BUY	$475.2 - $527.7 $8,078 - $8,970	17 Added 0.06%	26,747 $14.1 Million
Q2 2024 Jul 30, 2024	BUY	$455.1 - $504.28 $250,305 - $277,354	550 Added 2.1%	26,730 $13.4 Million
Q1 2024 Apr 29, 2024	BUY	$429.43 - $481.35 $39,507 - $44,284	92 Added 0.35%	26,180 $12.6 Million
Q4 2023 Feb 12, 2024	SELL	$377.32 - $438.19 $10,942 - $12,707	-29 Reduced 0.11%	26,088 $11.4 Million
Q3 2023 Nov 14, 2023	SELL	$392.7 - $420.68 $2.36 Million - $2.53 Million	-6,018 Reduced 18.73%	26,117 $10.3 Million
Q1 2023 May 04, 2023	SELL	$348.66 - $382.94 $78,448 - $86,161	-225 Reduced 0.7%	32,135 $12.1 Million
Q2 2022 Jul 14, 2022	SELL	$337.07 - $419.85 $63,706 - $79,351	-189 Reduced 0.58%	32,360 $11.3 Million
Q4 2021 Jan 19, 2022	BUY	$394.21 - $439.01 $156,107 - $173,847	396 Added 1.23%	32,549 $14.2 Million
Q3 2021 Nov 02, 2021	SELL	$390.68 - $416.73 $11.7 Million - $12.5 Million	-29,987 Reduced 48.26%	32,153 $12.7 Million
Q2 2021 Jul 27, 2021	SELL	$368.16 - $394.32 $9.91 Million - $10.6 Million	-26,924 Reduced 30.23%	62,140 $24.5 Million
Q3 2020 Oct 26, 2020	BUY	$285.37 - $328.74 $10.5 Million - $12.1 Million	36,812 Added 70.45%	89,064 $27.4 Million
Q2 2020 Jul 14, 2020	BUY	$226.15 - $297.17 $11.8 Million - $15.5 Million	52,252 New	52,252 $14.8 Million
Q1 2020 May 01, 2020	SELL	$204.27 - $310.92 $666,737 - $1.01 Million	-3,264 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$264.57 - $296.67 $863,556 - $968,330	3,264 New	3,264 $965,000

Others Institutions Holding VOO

# of Institutions

3,579

Shares Held

465M

Call Options Held

2.36M

Put Options Held

2.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Vista Wealth Management Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History