Acorn Financial Advisory Services Inc Vanguard Index Fds S&P 500 ETF Transaction History

Acorn Financial Advisory Services Inc

$483 Million
Q2 2024

A detailed history of Acorn Financial Advisory Services Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 138,532 shares of VOO stock, worth $74.1 Million. This represents 14.34% of its overall portfolio holdings.

Number of Shares

138,532

Previous 137,817 0.52%

Holding current value

$74.1 Million

Previous $66.2 Million 4.58%

% of portfolio

14.34%

Previous 13.77%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	BUY	$455.1 - $504.28 $325,396 - $360,560	715 Added 0.52%	138,532 $69.3 Million
Q1 2024 May 08, 2024	SELL	$429.43 - $481.35 $4.75 Million - $5.33 Million	-11,072 Reduced 7.44%	137,817 $66.2 Million
Q4 2023 Jan 17, 2024	SELL	$377.32 - $438.19 $2.84 Million - $3.3 Million	-7,540 Reduced 4.82%	148,889 $65 Million
Q3 2023 Oct 10, 2023	BUY	$392.7 - $420.68 $95,033 - $101,804	242 Added 0.15%	156,429 $61.4 Million
Q2 2023 Jul 20, 2023	BUY	$371.44 - $407.28 $501,072 - $549,420	1,349 Added 0.87%	156,187 $63.6 Million
Q1 2023 Apr 26, 2023	SELL	$348.66 - $382.94 $311,353 - $341,965	-893 Reduced 0.57%	154,838 $58.2 Million
Q4 2022 Jan 20, 2023	BUY	$327.64 - $374.54 $2.4 Million - $2.74 Million	7,314 Added 4.93%	155,731 $0
Q3 2022 Oct 12, 2022	BUY	$328.3 - $395.04 $1.26 Million - $1.52 Million	3,845 Added 2.66%	148,417 $48.7 Million
Q2 2022 Jul 12, 2022	BUY	$337.07 - $419.85 $1.21 Million - $1.51 Million	3,586 Added 2.54%	144,572 $50.2 Million
Q1 2022 Apr 18, 2022	BUY	$382.7 - $439.25 $1.24 Million - $1.43 Million	3,252 Added 2.36%	140,986 $58.5 Million
Q4 2021 Jan 31, 2022	BUY	$394.21 - $439.01 $48.1 Million - $53.5 Million	121,965 Added 773.45%	137,734 $60.1 Million
Q3 2021 Nov 15, 2021	SELL	$390.68 - $416.73 $1.97 Million - $2.11 Million	-5,055 Reduced 24.27%	15,769 $6.22 Million
Q2 2021 Jul 23, 2021	BUY	$368.16 - $394.32 $1.13 Million - $1.21 Million	3,067 Added 17.27%	20,824 $8.2 Million
Q1 2021 Apr 12, 2021	BUY	$339.03 - $365.24 $1.18 Million - $1.27 Million	3,488 Added 24.44%	17,757 $6.48 Million
Q4 2020 Jan 25, 2021	BUY	$299.82 - $343.69 $648,210 - $743,057	2,162 Added 17.86%	14,269 $4.9 Million
Q3 2020 Oct 15, 2020	BUY	$285.37 - $328.74 $1.44 Million - $1.66 Million	5,035 Added 71.2%	12,107 $3.73 Million
Q2 2020 Jul 10, 2020	BUY	$226.15 - $297.17 $981,943 - $1.29 Million	4,342 Added 159.05%	7,072 $2 Million
Q1 2020 Apr 15, 2020	BUY	$204.27 - $310.92 $557,657 - $848,811	2,730 New	2,730 $646,000

Others Institutions Holding VOO

# of Institutions

3,050

Shares Held

383M

Call Options Held

1.16M

Put Options Held

1.02M

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Acorn Financial Advisory Services Inc Vanguard Index Fds S&P 500 ETF Transaction History