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

Websterrogers Financial Advisors, LLC

$281 Million
Q4 2024

A detailed history of Websterrogers Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 17,799 shares of VOO stock, worth $9.89 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares

17,799

Previous 17,473 1.87%

Holding current value

$9.89 Million

Previous $9.22 Million 4.02%

% of portfolio

3.41%

Previous 3.3%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$521.84 - $558.82 $170,119 - $182,175	326 Added 1.87%	17,799 $9.59 Million
Q3 2024 Oct 15, 2024	SELL	$475.2 - $527.7 $852,033 - $946,166	-1,793 Reduced 9.31%	17,473 $9.22 Million
Q2 2024 Jul 12, 2024	BUY	$455.1 - $504.28 $56,432 - $62,530	124 Added 0.65%	19,266 $9.64 Million
Q1 2024 May 14, 2024	BUY	$429.43 - $481.35 $1.43 Million - $1.6 Million	3,332 Added 21.08%	19,142 $9.2 Million
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $4.08 Million - $4.74 Million	10,809 Added 216.14%	15,810 $6.91 Million
Q3 2023 Nov 01, 2023	SELL	$392.7 - $420.68 $260,360 - $278,910	-663 Reduced 11.71%	5,001 $1.96 Million
Q2 2023 Jul 26, 2023	SELL	$371.44 - $407.28 $5,571 - $6,109	-15 Reduced 0.26%	5,664 $2.31 Million
Q1 2023 May 03, 2023	SELL	$348.66 - $382.94 $697 - $765	-2 Reduced 0.04%	5,679 $2.14 Million
Q4 2022 Feb 06, 2023	SELL	$327.64 - $374.54 $606,789 - $693,648	-1,852 Reduced 24.59%	5,681 $2 Million
Q3 2022 Oct 26, 2022	SELL	$328.3 - $395.04 $2.36 Million - $2.84 Million	-7,190 Reduced 48.84%	7,533 $2.47 Million
Q2 2022 Jul 25, 2022	SELL	$337.07 - $419.85 $839,978 - $1.05 Million	-2,492 Reduced 14.48%	14,723 $5.11 Million
Q1 2022 Apr 14, 2022	SELL	$382.7 - $439.25 $52.3 Million - $60 Million	-136,588 Reduced 88.81%	17,215 $7.17 Million
Q4 2021 Jan 24, 2022	SELL	$394.21 - $439.01 $2.58 Million - $2.88 Million	-6,552 Reduced 4.09%	153,803 $67.1 Million
Q3 2021 Oct 12, 2021	SELL	$390.68 - $416.73 $517,260 - $551,750	-1,324 Reduced 0.82%	160,355 $63.2 Million
Q2 2021 Aug 05, 2021	BUY	$368.16 - $394.32 $1.44 Million - $1.54 Million	3,912 Added 2.48%	161,679 $63.2 Million
Q1 2021 May 07, 2021	SELL	$339.03 - $365.24 $5.47 Million - $5.9 Million	-16,146 Reduced 9.28%	157,767 $57.5 Million
Q4 2020 Feb 11, 2021	BUY	$299.82 - $343.69 $52.1 Million - $59.8 Million	173,913 New	173,913 $60.5 Million

Others Institutions Holding VOO

# of Institutions

3,228

Shares Held

401M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Websterrogers Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History