Discipline Wealth Solutions, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Discipline Wealth Solutions, LLC

$354 Million
Q3 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 20,026 shares of VOO stock, worth $12.4 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares

20,026

Previous 17,978 11.39%

Holding current value

$12.4 Million

Previous $10.2 Million 20.08%

% of portfolio

3.46%

Previous 4.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$567.77 - $614.76 $1.16 Million - $1.26 Million	2,048 Added 11.39%	20,026 $12.3 Million
Q2 2025 Jul 07, 2025	BUY	$456.74 - $568.03 $832,637 - $1.04 Million	1,823 Added 11.28%	17,978 $10.2 Million
Q1 2025 Apr 29, 2025	SELL	$507.05 - $563.67 $799,110 - $888,343	-1,576 Reduced 8.89%	16,155 $8.3 Million
Q4 2024 Feb 26, 2025	BUY	$521.84 - $558.82 $1.03 Million - $1.11 Million	1,981 Added 12.58%	17,731 $9.55 Million
Q3 2024 Nov 19, 2024	BUY	$475.2 - $527.7 $895,276 - $994,186	1,884 Added 13.59%	15,750 $8.31 Million

Q2 2024 Aug 07, 2024	BUY	$455.1 - $504.28 $654,433 - $725,154	1,438 Added 11.57%	13,866 $6.93 Million
Q1 2024 May 03, 2024	BUY	$429.43 - $481.35 $161,465 - $180,987	376 Added 3.12%	12,428 $5.97 Million
Q4 2023 Feb 09, 2024	BUY	$377.32 - $438.19 $4.55 Million - $5.28 Million	12,052 New	12,052 $5.26 Million

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

More about VOO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Discipline Wealth Solutions, LLC with notifications on news.

Account

Discipline Wealth Solutions, LLC Vanguard Index Fds S&P 500 ETF Transaction History