Palo Alto Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Palo Alto Wealth Advisors, LLC

$285 Billion
Q4 2024

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 528 shares of VOO stock, worth $279,581. This represents 0.1% of its overall portfolio holdings.

Number of Shares

528

Previous 594 11.11%

Holding current value

$279,581

Previous $319 Million 10.66%

% of portfolio

0.1%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$521.84 - $558.82 $34,441 - $36,882	-66 Reduced 11.11%	528 $285 Million
Q3 2024 Nov 06, 2024	BUY	$475.2 - $527.7 $475 - $527	1 Added 0.17%	594 $319 Million
Q2 2024 Aug 13, 2024	SELL	$455.1 - $504.28 $50,516 - $55,975	-111 Reduced 15.77%	593 $297 Million
Q1 2024 Apr 30, 2024	BUY	$429.43 - $481.35 $52,819 - $59,206	123 Added 21.17%	704 $338 Million
Q4 2023 Feb 05, 2024	SELL	$377.32 - $438.19 $17,356 - $20,156	-46 Reduced 7.34%	581 $254 Million
Q4 2022 Feb 07, 2023	BUY	$327.64 - $374.54 $205,430 - $234,836	627 New	627 $220 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

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Palo Alto Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History