Wipfli Financial Advisors Llc, Vanguard Index Fds S&P 500 ETF Transaction History

Wipfli Financial Advisors Llc,

$1.42 Billion
Q3 2022

A detailed history of Wipfli Financial Advisors Llc, transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 4,304 shares of VOO stock, worth $2.35 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,304

Previous 2,231 92.92%

Holding current value

$2.35 Million

Previous $773,000 83.57%

% of portfolio

0.1%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 26, 2022	BUY	$328.3 - $395.04 $680,565 - $818,917	2,073 Added 92.92%	4,304 $1.42 Million
Q2 2022 Jul 07, 2022	SELL	$337.07 - $419.85 $402,461 - $501,300	-1,194 Reduced 34.86%	2,231 $773,000
Q1 2022 Apr 22, 2022	BUY	$382.7 - $439.25 $320,702 - $368,091	838 Added 32.39%	3,425 $1.42 Million
Q4 2021 Jan 28, 2022	BUY	$394.21 - $439.01 $612,602 - $682,221	1,554 Added 150.44%	2,587 $1.13 Million
Q3 2021 Oct 13, 2021	SELL	$390.68 - $416.73 $28,128 - $30,004	-72 Reduced 6.52%	1,033 $407,000
Q2 2021 Jul 29, 2021	SELL	$368.16 - $394.32 $208,010 - $222,790	-565 Reduced 33.83%	1,105 $434,000
Q1 2021 May 06, 2021	BUY	$339.03 - $365.24 $45,769 - $49,307	135 Added 8.79%	1,670 $608,000
Q4 2020 Feb 02, 2021	BUY	$299.82 - $343.69 $460,223 - $527,564	1,535 New	1,535 $527,000

Others Institutions Holding VOO

# of Institutions

3,155

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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Wipfli Financial Advisors Llc, Vanguard Index Fds S&P 500 ETF Transaction History