A detailed history of Strategic Wealth Partners, Ltd. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 1,289 shares of VOO stock, worth $712,572. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,289
Previous 1,220 5.66%
Holding current value
$712,572
Previous $610,000 11.48%
% of portfolio
0.07%
Previous 0.06%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$475.2 - $527.7 $32,788 - $36,411
69 Added 5.66%
1,289 $680,000
Q2 2024

Oct 08, 2024

BUY
$455.1 - $504.28 $27,761 - $30,761
61 Added 5.26%
1,220 $610,000
Q1 2024

May 20, 2024

SELL
$429.43 - $481.35 $94,904 - $106,378
-221 Reduced 16.01%
1,159 $557,000
Q4 2023

May 20, 2024

BUY
$377.32 - $438.19 $110,554 - $128,389
293 Added 26.95%
1,380 $602,000
Q3 2023

May 20, 2024

SELL
$392.7 - $420.68 $71,864 - $76,984
-183 Reduced 14.41%
1,087 $426,000
Q2 2023

May 20, 2024

BUY
$371.44 - $407.28 $8,171 - $8,960
22 Added 1.76%
1,270 $517,000
Q1 2023

Apr 24, 2023

SELL
$348.66 - $382.94 $118,544 - $130,199
-340 Reduced 21.41%
1,248 $469,000
Q4 2022

Apr 24, 2023

SELL
$327.64 - $374.54 $119,588 - $136,707
-365 Reduced 18.69%
1,588 $557,000
Q3 2022

Apr 24, 2023

BUY
$328.3 - $395.04 $641,169 - $771,513
1,953 New
1,953 $663,000
Q3 2021

Nov 12, 2021

SELL
$390.68 - $416.73 $248,081 - $264,623
-635 Closed
0 $0
Q2 2021

Aug 25, 2021

BUY
$368.16 - $394.32 $233,781 - $250,393
635 New
635 $250,000
Q4 2019

Jan 30, 2020

SELL
$264.57 - $296.67 $84,926 - $95,231
-321 Closed
0 $0
Q3 2019

Oct 28, 2019

SELL
$260.57 - $277.38 $4.13 Million - $4.39 Million
-15,834 Reduced 98.01%
321 $86,000
Q2 2019

Aug 06, 2019

SELL
$252.12 - $271.73 $1.09 Million - $1.17 Million
-4,316 Reduced 21.08%
16,155 $4.35 Million
Q1 2019

May 14, 2019

BUY
$224.5 - $261.43 $4.57 Million - $5.33 Million
20,372 Added 20577.78%
20,471 $5.37 Million
Q2 2018

Sep 04, 2018

SELL
$236.48 - $256.33 $23,175 - $25,120
-98 Reduced 49.75%
99 $25,000
Q1 2018

Jul 13, 2018

BUY
$236.79 - $263.36 $46,647 - $51,881
197 New
197 $48,000

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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