Wealth Effects LLC Vanguard Index Fds S&P 500 ETF Transaction History

Wealth Effects LLC

$243 Million
Q2 2024

A detailed history of Wealth Effects LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wealth Effects LLC holds 3,297 shares of VOO stock, worth $1.73 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

3,297

Previous 3,277 0.61%

Holding current value

$1.73 Million

Previous $1.58 Million 4.63%

% of portfolio

0.68%

Previous 0.58%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$455.1 - $504.28 $9,102 - $10,085	20 Added 0.61%	3,297 $1.65 Million
Q1 2024 Apr 22, 2024	SELL	$429.43 - $481.35 $13,312 - $14,921	-31 Reduced 0.94%	3,277 $1.58 Million
Q4 2023 Jan 29, 2024	BUY	$377.32 - $438.19 $9,055 - $10,516	24 Added 0.73%	3,308 $1.44 Million
Q3 2023 Oct 16, 2023	BUY	$392.7 - $420.68 $48,694 - $52,164	124 Added 3.92%	3,284 $1.29 Million
Q2 2023 Jul 18, 2023	BUY	$371.44 - $407.28 $112,546 - $123,405	303 Added 10.61%	3,160 $1.29 Million
Q1 2023 May 04, 2023	BUY	$348.66 - $382.94 $20,570 - $22,593	59 Added 2.11%	2,857 $1.07 Million
Q4 2022 Feb 02, 2023	BUY	$327.64 - $374.54 $99,274 - $113,485	303 Added 12.14%	2,798 $983,000
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $21,011 - $25,282	64 Added 2.63%	2,495 $819,000
Q2 2022 Aug 03, 2022	BUY	$337.07 - $419.85 $67,414 - $83,970	200 Added 8.96%	2,431 $843,000
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $122,846 - $140,999	321 Added 16.81%	2,231 $926,000
Q4 2021 Feb 09, 2022	BUY	$394.21 - $439.01 $752,941 - $838,509	1,910 New	1,910 $834,000

Others Institutions Holding VOO

# of Institutions

3,001

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Wealth Effects LLC Vanguard Index Fds S&P 500 ETF Transaction History