Geometric Wealth Advisors Vanguard Index Fds S&P 500 ETF Transaction History

Geometric Wealth Advisors

$518 Million
Q3 2024

A detailed history of Geometric Wealth Advisors transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Geometric Wealth Advisors holds 2,399 shares of VOO stock, worth $1.33 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

2,399

Previous 2,304 4.12%

Holding current value

$1.33 Million

Previous $1.15 Million 9.81%

% of portfolio

0.24%

Previous 0.24%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$475.2 - $527.7 $45,144 - $50,131	95 Added 4.12%	2,399 $1.27 Million
Q1 2024 May 07, 2024	SELL	$429.43 - $481.35 $2,576 - $2,888	-6 Reduced 0.26%	2,304 $1.11 Million
Q4 2023 Jan 18, 2024	SELL	$377.32 - $438.19 $377 - $438	-1 Reduced 0.04%	2,310 $1.01 Million
Q3 2023 Oct 12, 2023	SELL	$392.7 - $420.68 $75,398 - $80,770	-192 Reduced 7.67%	2,311 $907,000
Q2 2023 Jul 17, 2023	BUY	$371.44 - $407.28 $163,805 - $179,610	441 Added 21.39%	2,503 $1.02 Million
Q1 2023 May 01, 2023	BUY	$348.66 - $382.94 $153,410 - $168,493	440 Added 27.13%	2,062 $775,000
Q4 2022 Jan 09, 2023	BUY	$327.64 - $374.54 $112,380 - $128,467	343 Added 26.82%	1,622 $0
Q3 2022 Oct 11, 2022	SELL	$328.3 - $395.04 $35,784 - $43,059	-109 Reduced 7.85%	1,279 $420,000
Q2 2022 Jul 20, 2022	SELL	$337.07 - $419.85 $197,185 - $245,612	-585 Reduced 29.65%	1,388 $481,000
Q1 2022 Apr 18, 2022	BUY	$382.7 - $439.25 $129,735 - $148,905	339 Added 20.75%	1,973 $819,000
Q4 2021 Feb 23, 2022	BUY	$394.21 - $439.01 $644,139 - $717,342	1,634 New	1,634 $713,000

Others Institutions Holding VOO

# of Institutions

3,284

Shares Held

406M

Call Options Held

2.08M

Put Options Held

2.68M

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 Geometric Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Geometric Wealth Advisors with notifications on news.

Account

Geometric Wealth Advisors Vanguard Index Fds S&P 500 ETF Transaction History