Wiser Wealth Management, Inc Vanguard Index Fds S&P 500 ETF Transaction History

Wiser Wealth Management, Inc

$354 Million
Q4 2024

A detailed history of Wiser Wealth Management, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 220,533 shares of VOO stock, worth $123 Million. This represents 33.55% of its overall portfolio holdings.

Number of Shares

220,533

Previous 219,884 0.3%

Holding current value

$123 Million

Previous $116 Million 2.41%

% of portfolio

33.55%

Previous 33.39%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$521.84 - $558.82 $338,674 - $362,674	649 Added 0.3%	220,533 $119 Million
Q3 2024 Oct 03, 2024	SELL	$475.2 - $527.7 $976,060 - $1.08 Million	-2,054 Reduced 0.93%	219,884 $116 Million
Q2 2024 Jul 22, 2024	BUY	$455.1 - $504.28 $2.14 Million - $2.38 Million	4,710 Added 2.17%	221,938 $111 Million
Q1 2024 Apr 19, 2024	BUY	$429.43 - $481.35 $3.75 Million - $4.2 Million	8,735 Added 4.19%	217,228 $104 Million
Q4 2023 Jan 05, 2024	BUY	$377.32 - $438.19 $14 Million - $16.3 Million	37,123 Added 21.66%	208,493 $91.1 Million
Q3 2023 Oct 19, 2023	BUY	$392.7 - $420.68 $1.93 Million - $2.07 Million	4,913 Added 2.95%	171,370 $67.3 Million
Q2 2023 Aug 01, 2023	BUY	$371.44 - $407.28 $1.18 Million - $1.29 Million	3,179 Added 1.95%	166,457 $67.8 Million
Q1 2023 May 05, 2023	BUY	$348.66 - $382.94 $2.31 Million - $2.53 Million	6,619 Added 4.23%	163,278 $61.4 Million
Q4 2022 Feb 03, 2023	BUY	$327.64 - $374.54 $3.04 Million - $3.47 Million	9,268 Added 6.29%	156,659 $55 Million
Q3 2022 Oct 11, 2022	BUY	$328.3 - $395.04 $2.72 Million - $3.28 Million	8,291 Added 5.96%	147,391 $48.4 Million
Q2 2022 Jul 14, 2022	BUY	$337.07 - $419.85 $46.9 Million - $58.4 Million	139,100 New	139,100 $48.3 Million

Others Institutions Holding VOO

# of Institutions

3,221

Shares Held

391M

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
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Wiser Wealth Management, Inc Vanguard Index Fds S&P 500 ETF Transaction History