Blue Zone Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Blue Zone Wealth Advisors, LLC

$327 Million
Q1 2025

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 722 shares of VOO stock, worth $356,732. This represents 0.11% of its overall portfolio holdings.

Number of Shares

722

Previous 799 9.64%

Holding current value

$356,732

Previous $430,000 14.19%

% of portfolio

0.11%

Previous 0.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$507.05 - $563.67 $39,042 - $43,402	-77 Reduced 9.64%	722 $369,000
Q4 2024 Jan 30, 2025	SELL	$521.84 - $558.82 $29,744 - $31,852	-57 Reduced 6.66%	799 $430,000
Q3 2024 Oct 07, 2024	BUY	$475.2 - $527.7 $176,299 - $195,776	371 Added 76.49%	856 $451,000
Q2 2024 Jul 12, 2024	BUY	$455.1 - $504.28 $30,946 - $34,291	68 Added 16.31%	485 $242,000
Q1 2024 Apr 17, 2024	BUY	$429.43 - $481.35 $179,072 - $200,722	417 New	417 $200,000

Others Institutions Holding VOO

# of Institutions

3,560

Shares Held

477M

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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Blue Zone Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History