Worth Pointe, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Worth Pointe, LLC

$232 Million
Q2 2025

A detailed history of Worth Pointe, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Worth Pointe, LLC holds 27,642 shares of VOO stock, worth $16.6 Million. This represents 6.76% of its overall portfolio holdings.

Number of Shares

27,642

Previous 24,866 11.16%

Holding current value

$16.6 Million

Previous $12.8 Million 22.88%

% of portfolio

6.76%

Previous 5.85%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	BUY	$456.74 - $568.03 $1.27 Million - $1.58 Million	2,776 Added 11.16%	27,642 $15.7 Million
Q1 2025 May 06, 2025	SELL	$507.05 - $563.67 $650,038 - $722,624	-1,282 Reduced 4.9%	24,866 $12.8 Million
Q4 2024 Feb 11, 2025	BUY	$521.84 - $558.82 $1.03 Million - $1.1 Million	1,972 Added 8.16%	26,148 $14.1 Million
Q3 2024 Nov 13, 2024	BUY	$475.2 - $527.7 $457,617 - $508,175	963 Added 4.15%	24,176 $12.8 Million
Q2 2024 Aug 13, 2024	BUY	$455.1 - $504.28 $10.6 Million - $11.7 Million	23,213 New	23,213 $11.6 Million

Others Institutions Holding VOO

# of Institutions

3,738

Shares Held

514M

Call Options Held

2.83M

Put Options Held

3.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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