Atlantic Private Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Atlantic Private Wealth, LLC

$144 Million
Q3 2025

A detailed history of Atlantic Private Wealth, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 534 shares of VOO stock, worth $329,921. This represents 0.23% of its overall portfolio holdings.

Number of Shares

534

Previous 534 -0.0%

Holding current value

$329,921

Previous $303,000 7.92%

% of portfolio

0.23%

Previous 0.22%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$456.74 - $568.03 $94,088 - $117,014	-206 Reduced 27.84%	534 $303,000
Q1 2025 May 09, 2025	BUY	$507.05 - $563.67 $104,452 - $116,116	206 Added 38.58%	740 $380,000
Q4 2024 Feb 11, 2025	SELL	$521.84 - $558.82 $174,816 - $187,204	-335 Reduced 38.55%	534 $287,000
Q4 2023 Feb 09, 2024	SELL	$377.32 - $438.19 $8,301 - $9,640	-22 Reduced 2.47%	869 $379,000
Q3 2023 Nov 09, 2023	BUY	$392.7 - $420.68 $349,895 - $374,825	891 New	891 $349,000

Others Institutions Holding VOO

# of Institutions

3,874

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Atlantic Private Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History