Wealth Shield Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 4,911 shares of VOO stock, worth $2.71 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

4,911

Previous 4,244 15.72%

Holding current value

$2.71 Million

Previous $2.24 Million 18.18%

% of portfolio

0.38%

Previous 0.31%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$521.84 - $558.82 $348,067 - $372,732	667 Added 15.72%	4,911 $2.65 Million
Q3 2024 Nov 04, 2024	BUY	$475.2 - $527.7 $187,228 - $207,913	394 Added 10.23%	4,244 $2.24 Million
Q2 2024 Jul 26, 2024	SELL	$455.1 - $504.28 $9,102 - $10,085	-20 Reduced 0.52%	3,850 $1.93 Million
Q1 2024 Apr 29, 2024	BUY	$429.43 - $481.35 $895,361 - $1 Million	2,085 Added 116.81%	3,870 $1.86 Million
Q4 2023 Jan 23, 2024	SELL	$377.32 - $438.19 $529,002 - $614,342	-1,402 Reduced 43.99%	1,785 $779,000
Q3 2023 Oct 25, 2023	SELL	$392.7 - $420.68 $397,019 - $425,307	-1,011 Reduced 24.08%	3,187 $1.25 Million
Q2 2023 Aug 03, 2023	SELL	$371.44 - $407.28 $1,114 - $1,221	-3 Reduced 0.07%	4,198 $1.71 Million
Q1 2023 May 08, 2023	BUY	$348.66 - $382.94 $19,176 - $21,061	55 Added 1.33%	4,201 $1.58 Million
Q4 2022 Feb 13, 2023	BUY	$327.64 - $374.54 $40,627 - $46,442	124 Added 3.08%	4,146 $1.46 Million
Q3 2022 Nov 04, 2022	BUY	$328.3 - $395.04 $117,859 - $141,819	359 Added 9.8%	4,022 $1.33 Million
Q2 2022 Aug 11, 2022	BUY	$337.07 - $419.85 $383,585 - $477,789	1,138 Added 45.07%	3,663 $1.28 Million
Q1 2022 May 09, 2022	SELL	$382.7 - $439.25 $39,035 - $44,803	-102 Reduced 3.88%	2,525 $1.05 Million
Q4 2021 Feb 10, 2022	BUY	$394.21 - $439.01 $458,072 - $510,129	1,162 Added 79.32%	2,627 $1.15 Million
Q3 2021 Nov 12, 2021	SELL	$390.68 - $416.73 $12.2 Million - $13 Million	-31,229 Reduced 95.52%	1,465 $578,000
Q2 2021 Aug 06, 2021	SELL	$368.16 - $394.32 $473,821 - $507,489	-1,287 Reduced 3.79%	32,694 $12.9 Million
Q1 2021 May 17, 2021	SELL	$339.03 - $365.24 $3.35 Million - $3.61 Million	-9,888 Reduced 22.54%	33,981 $12.4 Million
Q4 2020 Feb 16, 2021	BUY	$299.82 - $343.69 $12.8 Million - $14.7 Million	42,657 Added 3519.55%	43,869 $15.1 Million
Q3 2020 Oct 30, 2020	SELL	$285.37 - $328.74 $53,649 - $61,803	-188 Reduced 13.43%	1,212 $373,000
Q2 2020 Aug 13, 2020	SELL	$226.15 - $297.17 $74,629 - $98,066	-330 Reduced 19.08%	1,400 $397,000
Q1 2020 May 12, 2020	SELL	$204.27 - $310.92 $172,403 - $262,416	-844 Reduced 32.79%	1,730 $410,000
Q4 2019 Feb 13, 2020	BUY	$264.57 - $296.67 $156,096 - $175,035	590 Added 29.74%	2,574 $761,000
Q2 2019 Aug 12, 2019	SELL	$252.12 - $271.73 $17,648 - $19,021	-70 Reduced 3.41%	1,984 $534,000
Q1 2019 May 14, 2019	BUY	$224.5 - $261.43 $38,165 - $44,443	170 Added 9.02%	2,054 $533,000
Q4 2018 Feb 14, 2019	BUY	$215.07 - $268.24 $26,023 - $32,457	121 Added 6.86%	1,884 $433,000
Q2 2018 Aug 02, 2018	SELL	$236.48 - $256.33 $111,855 - $121,244	-473 Reduced 21.15%	1,763 $442,000
Q1 2018 May 11, 2018	SELL	$236.79 - $263.36 $139,469 - $155,119	-589 Reduced 20.85%	2,236 $541,000
Q4 2017 Apr 18, 2018	BUY	$231.73 - $247.65 $654,637 - $699,611	2,825	2,825 $698,000

Others Institutions Holding VOO

# of Institutions

3,510

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Wealth Shield Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History