Beacon Wealthcare LLC Vanguard Index Fds S&P 500 ETF Transaction History

Beacon Wealthcare LLC

$246 Million
Q4 2024

A detailed history of Beacon Wealthcare LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Beacon Wealthcare LLC holds 553 shares of VOO stock, worth $302,164. This represents 0.12% of its overall portfolio holdings.

Number of Shares

553

Previous 1,216 54.52%

Holding current value

$302,164

Previous $641,000 53.67%

% of portfolio

0.12%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 03, 2025	SELL	$521.84 - $558.82 $345,979 - $370,497	-663 Reduced 54.52%	553 $297,000
Q3 2024 Oct 08, 2024	BUY	$475.2 - $527.7 $222,393 - $246,963	468 Added 62.57%	1,216 $641,000
Q2 2024 Jul 03, 2024	SELL	$455.1 - $504.28 $76,456 - $84,719	-168 Reduced 18.34%	748 $374,000
Q1 2024 Apr 12, 2024	SELL	$429.43 - $481.35 $68,708 - $77,016	-160 Reduced 14.87%	916 $440,000
Q4 2023 Jan 05, 2024	BUY	$377.32 - $438.19 $40,750 - $47,324	108 Added 11.16%	1,076 $469,000
Q3 2023 Oct 10, 2023	BUY	$392.7 - $420.68 $145,691 - $156,072	371 Added 62.14%	968 $380,000
Q4 2022 Feb 10, 2023	BUY	$327.64 - $374.54 $195,601 - $223,600	597 New	597 $209,000
Q2 2022 Jul 01, 2022	SELL	$337.07 - $419.85 $194,152 - $241,833	-576 Closed	0 $0
Q1 2021 Apr 06, 2021	BUY	$339.03 - $365.24 $195,281 - $210,378	576 New	576 $210,000

Others Institutions Holding VOO

# of Institutions

3,511

Shares Held

476M

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

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Beacon Wealthcare LLC Vanguard Index Fds S&P 500 ETF Transaction History