Fonville Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History

Fonville Wealth Management LLC

$303 Billion
Q4 2024

A detailed history of Fonville Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 9,097 shares of VOO stock, worth $4.82 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares

9,097

Previous 9,230 1.44%

Holding current value

$4.82 Million

Previous $4.87 Billion 0.63%

% of portfolio

1.62%

Previous 1.68%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$521.84 - $558.82 $69,404 - $74,323	-133 Reduced 1.44%	9,097 $4.9 Billion
Q3 2024 Oct 28, 2024	BUY	$475.2 - $527.7 $285,120 - $316,620	600 Added 6.95%	9,230 $4.87 Billion
Q2 2024 Jul 30, 2024	BUY	$455.1 - $504.28 $203,429 - $225,413	447 Added 5.46%	8,630 $4.32 Billion
Q1 2024 Apr 26, 2024	BUY	$429.43 - $481.35 $255,510 - $286,403	595 Added 7.84%	8,183 $3.93 Billion
Q4 2023 Jan 31, 2024	BUY	$377.32 - $438.19 $2.86 Million - $3.32 Million	7,588 New	7,588 $3.31 Billion

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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Fonville Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History