Evensky & Katz LLC Vanguard Index Fds S&P 500 ETF Transaction History

Evensky & Katz LLC

  • $1.54 Billion
  • Q3 2024

A detailed history of Evensky & Katz LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Evensky & Katz LLC holds 545 shares of VOO stock, worth $301,281. This represents 0.02% of its overall portfolio holdings.

Number of Shares
545
Previous 517 5.42%
Holding current value
$301,281
Previous $259,000 11.2%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$475.2 - $527.7 $13,305 - $14,775
28 Added 5.42%
545 $288,000
Q2 2024

Jul 26, 2024
SELL
$455.1 - $504.28 $594,360 - $658,589
-1,306 Reduced 71.64%
517 $259,000
Q1 2024

Apr 08, 2024
BUY
$429.43 - $481.35 $462,496 - $518,413
1,077 Added 144.37%
1,823 $876,000
Q4 2023

Feb 14, 2024
BUY
$377.32 - $438.19 $21,507 - $24,976
57 Added 8.27%
746 $326,000
Q3 2023

Oct 10, 2023
BUY
$392.7 - $420.68 $2,356 - $2,524
6 Added 0.88%
689 $270,000
Q2 2023

Jul 24, 2023
BUY
$371.44 - $407.28 $216,920 - $237,851
584 Added 589.9%
683 $278,000
Q1 2023

Apr 20, 2023
BUY
$348.66 - $382.94 $34,517 - $37,911
99 New
99 $37,000
Q1 2022

Apr 28, 2022
SELL
$382.7 - $439.25 $10,715 - $12,299
-28 Closed
0 $0
Q4 2021

Feb 16, 2022
BUY
$394.21 - $439.01 $11,037 - $12,292
28 New
28 $12,000
Q2 2021

Aug 04, 2021
SELL
$368.16 - $394.32 $12,885 - $13,801
-35 Closed
0 $0
Q1 2021

Apr 09, 2021
BUY
$339.03 - $365.24 $11,866 - $12,783
35 New
35 $13,000
Q4 2019

Feb 13, 2020
SELL
$264.57 - $296.67 $32,542 - $36,490
-123 Closed
0 $0
Q3 2019

Nov 07, 2019
BUY
$260.57 - $277.38 $260 - $277
1 Added 0.82%
123 $33,000
Q1 2019

May 07, 2019
BUY
$224.5 - $261.43 $27,389 - $31,894
122 New
122 $31,000

Others Institutions Holding VOO

# of Institutions
3,155
Shares Held
395M
Call Options Held
2.09M
Put Options Held
2.68M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Evensky & Katz LLC Portfolio

Follow Evensky & Katz LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evensky & Katz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evensky & Katz LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email