Wealthspire Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,163,567 shares of VOO stock, worth $627 Million. This represents 6.32% of its overall portfolio holdings.

Number of Shares

1,163,567

Previous 1,156,363 0.62%

Holding current value

$627 Million

Previous $578 Million 6.16%

% of portfolio

6.32%

Previous 7.44%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$475.2 - $527.7 $3.42 Million - $3.8 Million	7,204 Added 0.62%	1,163,567 $614 Million
Q2 2024 Aug 08, 2024	BUY	$455.1 - $504.28 $14.2 Million - $15.8 Million	31,288 Added 2.78%	1,156,363 $578 Million
Q1 2024 May 06, 2024	SELL	$429.43 - $481.35 $7.97 Million - $8.94 Million	-18,565 Reduced 1.62%	1,125,075 $541 Million
Q4 2023 Feb 06, 2024	BUY	$377.32 - $438.19 $10.9 Million - $12.7 Million	28,938 Added 2.6%	1,143,640 $500 Million
Q3 2023 Nov 06, 2023	BUY	$392.7 - $420.68 $11.2 Million - $12 Million	28,531 Added 2.63%	1,114,702 $438 Million
Q2 2023 Jul 31, 2023	SELL	$371.44 - $407.28 $2.67 Million - $2.93 Million	-7,197 Reduced 0.66%	1,086,171 $442 Million
Q1 2023 May 09, 2023	BUY	$348.66 - $382.94 $8.31 Million - $9.12 Million	23,823 Added 2.23%	1,093,368 $411 Million
Q4 2022 Feb 13, 2023	SELL	$327.64 - $374.54 $1.7 Million - $1.94 Million	-5,174 Reduced 0.48%	1,069,545 $376 Million
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $8.53 Million - $10.3 Million	25,968 Added 2.48%	1,074,719 $353 Million
Q2 2022 Aug 09, 2022	BUY	$337.07 - $419.85 $2.23 Million - $2.78 Million	6,613 Added 0.63%	1,048,751 $364 Million
Q1 2022 May 09, 2022	BUY	$382.7 - $439.25 $8.46 Million - $9.71 Million	22,117 Added 2.17%	1,042,138 $433 Million
Q4 2021 Feb 14, 2022	SELL	$394.21 - $439.01 $768,709 - $856,069	-1,950 Reduced 0.19%	1,020,021 $445 Million
Q3 2021 Nov 15, 2021	SELL	$390.68 - $416.73 $13.7 Million - $14.6 Million	-34,998 Reduced 3.31%	1,021,971 $403 Million
Q2 2021 Aug 13, 2021	SELL	$368.16 - $394.32 $2.74 Million - $2.93 Million	-7,430 Reduced 0.7%	1,056,969 $416 Million
Q1 2021 May 17, 2021	BUY	$339.03 - $365.24 $7.41 Million - $7.98 Million	21,861 Added 2.1%	1,064,399 $388 Million
Q4 2020 Feb 16, 2021	BUY	$299.82 - $343.69 $132 Million - $152 Million	441,094 Added 73.34%	1,042,538 $358 Million
Q3 2020 Nov 16, 2020	SELL	$285.37 - $328.74 $5.05 Million - $5.82 Million	-17,698 Reduced 2.86%	601,444 $185 Million
Q2 2020 Aug 14, 2020	SELL	$226.15 - $297.17 $105 Million - $138 Million	-464,189 Reduced 42.85%	619,142 $175 Million
Q1 2020 May 12, 2020	BUY	$204.27 - $310.92 $87.4 Million - $133 Million	427,636 Added 65.22%	1,083,331 $257 Million
Q4 2019 Feb 14, 2020	SELL	$264.57 - $296.67 $2.93 Million - $3.29 Million	-11,086 Reduced 1.66%	655,695 $194 Million
Q3 2019 Nov 12, 2019	SELL	$260.57 - $277.38 $2.87 Million - $3.06 Million	-11,017 Reduced 1.63%	666,781 $182 Million
Q2 2019 Aug 13, 2019	SELL	$252.12 - $271.73 $5.04 Million - $5.43 Million	-19,984 Reduced 2.86%	677,798 $182 Million
Q1 2019 May 08, 2019	SELL	$224.5 - $261.43 $8.08 Million - $9.41 Million	-35,995 Reduced 4.91%	697,782 $181 Million
Q4 2018 Feb 14, 2019	BUY	$215.07 - $268.24 $158 Million - $197 Million	733,777 New	733,777 $169 Million

Others Institutions Holding VOO

# of Institutions

3,146

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History