Fi3 Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Fi3 Financial Advisors, LLC

$266 Million
Q4 2024

A detailed history of Fi3 Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Fi3 Financial Advisors, LLC holds 7,562 shares of VOO stock, worth $4.17 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

7,562

Previous 7,371 2.59%

Holding current value

$4.17 Million

Previous $3.89 Million 4.76%

% of portfolio

1.53%

Previous 1.55%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$521.84 - $558.82 $99,671 - $106,734	191 Added 2.59%	7,562 $4.07 Million
Q3 2024 Nov 12, 2024	BUY	$475.2 - $527.7 $412,473 - $458,043	868 Added 13.35%	7,371 $3.89 Million
Q2 2024 Aug 14, 2024	SELL	$455.1 - $504.28 $530,646 - $587,990	-1,166 Reduced 15.2%	6,503 $3.25 Million
Q1 2024 May 06, 2024	SELL	$429.43 - $481.35 $766,961 - $859,691	-1,786 Reduced 18.89%	7,669 $3.69 Million
Q4 2023 Feb 06, 2024	SELL	$377.32 - $438.19 $9,055 - $10,516	-24 Reduced 0.25%	9,455 $4.13 Million
Q3 2023 Nov 09, 2023	BUY	$392.7 - $420.68 $55,763 - $59,736	142 Added 1.52%	9,479 $3.72 Million
Q2 2023 Aug 08, 2023	SELL	$371.44 - $407.28 $270,779 - $296,907	-729 Reduced 7.24%	9,337 $3.8 Million
Q1 2023 May 04, 2023	SELL	$348.66 - $382.94 $344,824 - $378,727	-989 Reduced 8.95%	10,066 $3.79 Million
Q4 2022 Feb 06, 2023	BUY	$327.64 - $374.54 $2.39 Million - $2.74 Million	7,308 Added 195.04%	11,055 $3.88 Million
Q3 2022 Nov 09, 2022	BUY	$328.3 - $395.04 $58,109 - $69,922	177 Added 4.96%	3,747 $1.23 Million
Q2 2022 Aug 08, 2022	BUY	$337.07 - $419.85 $936,043 - $1.17 Million	2,777 Added 350.19%	3,570 $1.24 Million
Q3 2021 Nov 16, 2021	SELL	$390.68 - $416.73 $36,333 - $38,755	-93 Reduced 10.5%	793 $313,000
Q1 2021 May 17, 2021	BUY	$339.03 - $365.24 $300,380 - $323,602	886 New	886 $323,000

Others Institutions Holding VOO

# of Institutions

3,508

Shares Held

476M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fi3 Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fi3 Financial Advisors, LLC with notifications on news.

Account

Fi3 Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History