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

Discipline Wealth Solutions, LLC

  • $207 Million
  • Q4 2024

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 17,731 shares of VOO stock, worth $9.54 Million. This represents 4.62% of its overall portfolio holdings.

Number of Shares
17,731
Previous 15,750 12.58%
Holding current value
$9.54 Million
Previous $8.31 Million 14.96%
% of portfolio
4.62%
Previous 4.57%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,517
Shares Held
476M
Call Options Held
2.36M
Put Options Held
2.13M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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