Financial Perspectives, Inc Vanguard Index Fds S&P 500 ETF Transaction History

Financial Perspectives, Inc

  • $298 Billion
  • Q4 2024

A detailed history of Financial Perspectives, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 6,067 shares of VOO stock, worth $3.36 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
6,067
Previous 5,844 3.82%
Holding current value
$3.36 Million
Previous $3.08 Billion 6.01%
% of portfolio
1.1%
Previous 1.07%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$521.84 - $558.82 $116,370 - $124,616
223 Added 3.82%
6,067 $3.27 Billion
Q3 2024

Oct 17, 2024
BUY
$475.2 - $527.7 $41,342 - $45,909
87 Added 1.51%
5,844 $3.08 Billion
Q1 2024

Apr 19, 2024
BUY
$429.43 - $481.35 $29,630 - $33,213
69 Added 1.21%
5,757 $2.77 Billion
Q4 2023

Feb 01, 2024
BUY
$377.32 - $438.19 $58,484 - $67,919
155 Added 2.8%
5,688 $2.48 Billion
Q3 2023

Jan 09, 2024
BUY
$392.7 - $420.68 $22,383 - $23,978
57 Added 1.04%
5,533 $2.17 Billion
Q1 2023

Jan 09, 2024
BUY
$348.66 - $382.94 $697 - $765
2 Added 0.04%
5,476 $2.06 Billion
Q4 2022

Jan 09, 2024
SELL
$327.64 - $374.54 $527,172 - $602,634
-1,609 Reduced 22.72%
5,474 $1.92 Billion
Q3 2022

Jan 09, 2024
SELL
$328.3 - $395.04 $233,093 - $280,478
-710 Reduced 9.11%
7,083 $2.33 Billion
Q2 2022

Jan 09, 2024
SELL
$337.07 - $419.85 $320,890 - $399,697
-952 Reduced 10.89%
7,793 $2.7 Billion
Q1 2022

Jan 09, 2024
SELL
$382.7 - $439.25 $51,281 - $58,859
-134 Reduced 1.51%
8,745 $3.63 Billion
Q4 2021

Jan 09, 2024
BUY
$394.21 - $439.01 $1.4 Million - $1.56 Million
3,546 Added 66.49%
8,879 $3.88 Billion
Q3 2021

Jan 09, 2024
SELL
$390.68 - $416.73 $39,458 - $42,089
-101 Reduced 1.86%
5,333 $2.1 Billion
Q2 2021

Jan 09, 2024
SELL
$368.16 - $394.32 $727 Million - $778 Million
-1,974,186 Reduced 99.73%
5,434 $2.14 Billion
Q1 2021

Jan 09, 2024
BUY
$339.03 - $365.24 $669 Million - $721 Million
1,973,161 Added 30549.02%
1,979,620 $5.43 Million
Q4 2020

Jan 09, 2024
BUY
$299.82 - $343.69 $341,195 - $391,119
1,138 Added 21.39%
6,459 $2.22 Billion
Q3 2020

Jan 09, 2024
SELL
$285.37 - $328.74 $91,889 - $105,854
-322 Reduced 5.71%
5,321 $1.64 Billion
Q1 2020

Jan 09, 2024
BUY
$204.27 - $310.92 $1.13 Million - $1.73 Million
5,556 Added 6386.21%
5,643 $1.34 Billion
Q4 2019

Jan 09, 2024
BUY
$264.57 - $296.67 $23,017 - $25,810
87 New
87 $25.7 Million

Others Institutions Holding VOO

# of Institutions
3,264
Shares Held
406M
Call Options Held
2.08M
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 Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc 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 Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email