Whelan Financial Vanguard Index Fds S&P 500 ETF Transaction History

Whelan Financial

$254 Million
Q4 2024

A detailed history of Whelan Financial transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Whelan Financial holds 798 shares of VOO stock, worth $403,875. This represents 0.17% of its overall portfolio holdings.

Number of Shares

798

Previous 789 1.14%

Holding current value

$403,875

Previous $416,000 3.13%

% of portfolio

0.17%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$521.84 - $558.82 $4,696 - $5,029	9 Added 1.14%	798 $429,000
Q3 2024 Oct 28, 2024	SELL	$475.2 - $527.7 $19,483 - $21,635	-41 Reduced 4.94%	789 $416,000
Q2 2024 Jul 29, 2024	SELL	$455.1 - $504.28 $45,054 - $49,923	-99 Reduced 10.66%	830 $415,000
Q1 2024 Apr 19, 2024	BUY	$429.43 - $481.35 $25,765 - $28,881	60 Added 6.9%	929 $446,000
Q4 2023 Jan 18, 2024	BUY	$377.32 - $438.19 $125,270 - $145,479	332 Added 61.82%	869 $379,000
Q3 2023 Oct 20, 2023	BUY	$392.7 - $420.68 $210,879 - $225,905	537 New	537 $210,000

Others Institutions Holding VOO

# of Institutions

3,560

Shares Held

477M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Whelan Financial Vanguard Index Fds S&P 500 ETF Transaction History