Shira Ridge Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History

Shira Ridge Wealth Management

  • $204 Billion
  • Q4 2024

A detailed history of Shira Ridge Wealth Management transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 1,416 shares of VOO stock, worth $749,786. This represents 0.37% of its overall portfolio holdings.

Number of Shares
1,416
Previous 1,424 0.56%
Holding current value
$749,786
Previous $751 Million 1.54%
% of portfolio
0.37%
Previous 0.38%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$521.84 - $558.82 $4,174 - $4,470
-8 Reduced 0.56%
1,416 $763 Million
Q2 2024

Jul 11, 2024
SELL
$455.1 - $504.28 $75,091 - $83,206
-165 Reduced 10.38%
1,424 $712 Million
Q1 2024

Apr 18, 2024
BUY
$429.43 - $481.35 $57,114 - $64,019
133 Added 9.13%
1,589 $764 Million
Q4 2023

Jan 10, 2024
BUY
$377.32 - $438.19 $26,412 - $30,673
70 Added 5.05%
1,456 $636 Million
Q1 2023

May 08, 2023
BUY
$348.66 - $382.94 $36,260 - $39,825
104 Added 8.11%
1,386 $521 Million
Q4 2022

Jan 12, 2023
BUY
$327.64 - $374.54 $420,034 - $480,160
1,282 New
1,282 $450 Million

Others Institutions Holding VOO

# of Institutions
3,530
Shares Held
474M
Call Options Held
2.36M
Put Options Held
2.13M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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