Beaird Harris Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Beaird Harris Wealth Management, LLC

$1.08 Billion
Q4 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 96,160 shares of VOO stock, worth $53.9 Million. This represents 4.78% of its overall portfolio holdings.

Number of Shares

96,160

Previous 89,093 7.93%

Holding current value

$53.9 Million

Previous $47 Million 10.21%

% of portfolio

4.78%

Previous 4.35%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$521.84 - $558.82 $3.69 Million - $3.95 Million	7,067 Added 7.93%	96,160 $51.8 Million
Q3 2024 Dec 02, 2024	BUY	$475.2 - $527.7 $5.89 Million - $6.54 Million	12,394 Added 16.16%	89,093 $47 Million
Q2 2024 Aug 15, 2024	BUY	$455.1 - $504.28 $8.71 Million - $9.65 Million	19,132 Added 33.23%	76,699 $38.4 Million
Q1 2024 May 15, 2024	BUY	$429.43 - $481.35 $1.97 Million - $2.21 Million	4,593 Added 8.67%	57,567 $27.7 Million
Q4 2023 Feb 27, 2024	BUY	$377.32 - $438.19 $1.44 Million - $1.67 Million	3,813 Added 7.76%	52,974 $23.1 Million
Q3 2023 Nov 15, 2023	BUY	$392.7 - $420.68 $1.43 Million - $1.54 Million	3,650 Added 8.02%	49,161 $19.3 Million
Q2 2023 Jul 26, 2023	SELL	$371.44 - $407.28 $306,438 - $336,006	-825 Reduced 1.78%	45,511 $18.5 Million
Q1 2023 Apr 24, 2023	BUY	$348.66 - $382.94 $1.89 Million - $2.08 Million	5,434 Added 13.29%	46,336 $17.4 Million
Q4 2022 Feb 14, 2023	BUY	$327.64 - $374.54 $2.03 Million - $2.33 Million	6,211 Added 17.9%	40,902 $14.4 Million
Q3 2022 Nov 02, 2022	BUY	$328.3 - $395.04 $1 Million - $1.21 Million	3,054 Added 9.65%	34,691 $11.4 Million
Q2 2022 Aug 12, 2022	BUY	$337.07 - $419.85 $4.41 Million - $5.49 Million	13,088 Added 70.56%	31,637 $11 Million
Q1 2022 May 27, 2022	BUY	$382.7 - $439.25 $4.63 Million - $5.32 Million	12,107 Added 187.94%	18,549 $7.7 Million
Q4 2021 May 17, 2022	BUY	$394.21 - $439.01 $2.54 Million - $2.83 Million	6,442 New	6,442 $2.81 Million

Others Institutions Holding VOO

# of Institutions

3,471

Shares Held

473M

Call Options Held

2.41M

Put Options Held

1.46M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Account

Beaird Harris Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History