West Branch Capital LLC Vanguard Index Fds S&P 500 ETF Transaction History

West Branch Capital LLC

$297 Million
Q4 2024

A detailed history of West Branch Capital LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, West Branch Capital LLC holds 568 shares of VOO stock, worth $313,649. This represents 0.1% of its overall portfolio holdings.

Number of Shares

568

Previous 585 2.91%

Holding current value

$313,649

Previous $308,000 0.65%

% of portfolio

0.1%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$521.84 - $558.82 $8,871 - $9,499	-17 Reduced 2.91%	568 $306,000
Q3 2024 Oct 18, 2024	BUY	$475.2 - $527.7 $114,048 - $126,648	240 Added 69.57%	585 $308,000
Q1 2024 Apr 23, 2024	BUY	$429.43 - $481.35 $28,771 - $32,250	67 Added 24.1%	345 $165,000
Q4 2023 Jan 19, 2024	SELL	$377.32 - $438.19 $202,620 - $235,308	-537 Reduced 65.89%	278 $121,000
Q4 2022 Jan 27, 2023	SELL	$327.64 - $374.54 $13,433 - $15,356	-41 Reduced 4.79%	815 $0
Q3 2022 Oct 19, 2022	SELL	$328.3 - $395.04 $9,849 - $11,851	-30 Reduced 3.39%	856 $281,000
Q1 2022 May 03, 2022	BUY	$382.7 - $439.25 $94,144 - $108,055	246 Added 38.44%	886 $368,000
Q4 2021 Jan 24, 2022	BUY	$394.21 - $439.01 $252,294 - $280,966	640 New	640 $280,000

Others Institutions Holding VOO

# of Institutions

3,342

Shares Held

435M

Call Options Held

2.07M

Put Options Held

2.64M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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West Branch Capital LLC Vanguard Index Fds S&P 500 ETF Transaction History