Wealthquest Corp Vanguard Index Fds S&P 500 ETF Transaction History

Wealthquest Corp

$948 Million
Q4 2024

A detailed history of Wealthquest Corp transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wealthquest Corp holds 2,631 shares of VOO stock, worth $1.48 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,631

Previous 2,774 5.16%

Holding current value

$1.48 Million

Previous $1.46 Million 3.14%

% of portfolio

0.15%

Previous 0.16%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$521.84 - $558.82 $74,623 - $79,911	-143 Reduced 5.16%	2,631 $1.42 Million
Q3 2024 Nov 21, 2024	SELL	$475.2 - $527.7 $38,491 - $42,743	-81 Reduced 2.84%	2,774 $1.46 Million
Q2 2024 Aug 26, 2024	SELL	$455.1 - $504.28 $189,321 - $209,780	-416 Reduced 12.72%	2,855 $1.43 Million
Q1 2024 May 09, 2024	BUY	$429.43 - $481.35 $121,528 - $136,222	283 Added 9.47%	3,271 $1.57 Million
Q4 2023 Feb 15, 2024	SELL	$377.32 - $438.19 $76,973 - $89,390	-204 Reduced 6.39%	2,988 $1.31 Million
Q3 2023 Nov 15, 2023	SELL	$392.7 - $420.68 $33,772 - $36,178	-86 Reduced 2.62%	3,192 $1.25 Million
Q2 2023 Aug 14, 2023	SELL	$371.44 - $407.28 $40,486 - $44,393	-109 Reduced 3.22%	3,278 $1.34 Million
Q1 2023 May 04, 2023	SELL	$348.66 - $382.94 $51,601 - $56,675	-148 Reduced 4.19%	3,387 $1.27 Million
Q4 2022 Feb 10, 2023	SELL	$327.64 - $374.54 $2,621 - $2,996	-8 Reduced 0.23%	3,535 $1.24 Million
Q3 2022 Nov 08, 2022	SELL	$328.3 - $395.04 $75,180 - $90,464	-229 Reduced 6.07%	3,543 $1.16 Million
Q2 2022 Aug 12, 2022	SELL	$337.07 - $419.85 $246,061 - $306,490	-730 Reduced 16.22%	3,772 $1.31 Million
Q4 2021 Feb 14, 2022	SELL	$394.21 - $439.01 $833,359 - $928,067	-2,114 Reduced 31.95%	4,502 $1.97 Million
Q3 2021 Nov 15, 2021	SELL	$390.68 - $416.73 $531,324 - $566,752	-1,360 Reduced 17.05%	6,616 $2.61 Million
Q2 2021 Aug 10, 2021	SELL	$368.16 - $394.32 $417,493 - $447,158	-1,134 Reduced 12.45%	7,976 $3.14 Million
Q1 2021 May 13, 2021	SELL	$339.03 - $365.24 $908,600 - $978,843	-2,680 Reduced 22.73%	9,110 $3.32 Million
Q4 2020 Feb 09, 2021	SELL	$299.82 - $343.69 $1.01 Million - $1.15 Million	-3,358 Reduced 22.17%	11,790 $4.05 Million
Q3 2020 Nov 12, 2020	BUY	$285.37 - $328.74 $864,385 - $995,753	3,029 Added 24.99%	15,148 $4.66 Million
Q2 2020 Aug 11, 2020	BUY	$226.15 - $297.17 $1.88 Million - $2.47 Million	8,302 Added 217.5%	12,119 $3.43 Million
Q4 2019 Feb 18, 2020	BUY	$264.57 - $296.67 $1.01 Million - $1.13 Million	3,817 New	3,817 $1.13 Million

Others Institutions Holding VOO

# of Institutions

3,436

Shares Held

464M

Call Options Held

2.12M

Put Options Held

2.65M

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About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Wealthquest Corp Vanguard Index Fds S&P 500 ETF Transaction History