Walter & Keenan Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History

Walter & Keenan Wealth Management LLC

  • $328 Million
  • Q4 2024

A detailed history of Walter & Keenan Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 9,168 shares of VOO stock, worth $4.69 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
9,168
Previous 2,301 298.44%
Holding current value
$4.69 Million
Previous $1.21 Million 306.84%
% of portfolio
1.5%
Previous 0.37%

Shares

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

Jan 29, 2025
BUY
$521.84 - $558.82 $3.58 Million - $3.84 Million
6,867 Added 298.44%
9,168 $4.94 Million
Q3 2024

Oct 25, 2024
BUY
$475.2 - $527.7 $145,411 - $161,476
306 Added 15.34%
2,301 $1.21 Million
Q2 2024

Jul 15, 2024
SELL
$455.1 - $504.28 $36,408 - $40,342
-80 Reduced 3.86%
1,995 $997,000
Q1 2024

Apr 30, 2024
BUY
$429.43 - $481.35 $302,748 - $339,351
705 Added 51.46%
2,075 $997,000
Q4 2023

Jan 25, 2024
BUY
$377.32 - $438.19 $2,641 - $3,067
7 Added 0.51%
1,370 $598,000
Q3 2023

Oct 20, 2023
BUY
$392.7 - $420.68 $3,927 - $4,206
10 Added 0.74%
1,363 $535,000
Q2 2023

Jul 28, 2023
BUY
$371.44 - $407.28 $66,859 - $73,310
180 Added 15.35%
1,353 $551,000
Q1 2023

Apr 26, 2023
BUY
$348.66 - $382.94 $1,045 - $1,148
3 Added 0.26%
1,173 $441,000
Q4 2022

Jan 30, 2023
BUY
$327.64 - $374.54 $2,621 - $2,996
8 Added 0.69%
1,170 $411,000
Q3 2022

Oct 21, 2022
BUY
$328.3 - $395.04 $53,512 - $64,391
163 Added 16.32%
1,162 $381,000
Q1 2022

Apr 29, 2022
BUY
$382.7 - $439.25 $14,925 - $17,130
39 Added 4.06%
999 $415,000
Q4 2021

Jan 24, 2022
SELL
$394.21 - $439.01 $27,988 - $31,169
-71 Reduced 6.89%
960 $419,000
Q3 2021

Oct 18, 2021
BUY
$390.68 - $416.73 $182,056 - $194,196
466 Added 82.48%
1,031 $407,000
Q2 2021

Jul 13, 2021
BUY
$368.16 - $394.32 $208,010 - $222,790
565 New
565 $222,000
Q2 2020

Jul 16, 2020
SELL
$226.15 - $297.17 $1.58 Million - $2.08 Million
-6,985 Closed
0 $0
Q1 2020

Apr 14, 2020
BUY
$204.27 - $310.92 $1.43 Million - $2.17 Million
6,985 New
6,985 $1.58 Million

Others Institutions Holding VOO

# of Institutions
3,547
Shares Held
473M
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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