A detailed history of Geo Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Geo Wealth Management, LLC holds 252,705 shares of VOO stock, worth $138 Million. This represents 4.89% of its overall portfolio holdings.

Number of Shares
252,705
Previous 239,658 5.44%
Holding current value
$138 Million
Previous $120 Million 11.25%
% of portfolio
4.89%
Previous 5.45%

Shares

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

Nov 12, 2024

BUY
$475.2 - $527.7 $6.2 Million - $6.88 Million
13,047 Added 5.44%
252,705 $133 Million
Q2 2024

Aug 12, 2024

BUY
$455.1 - $504.28 $5.72 Million - $6.34 Million
12,566 Added 5.53%
239,658 $120 Million
Q1 2024

May 15, 2024

SELL
$429.43 - $481.35 $954,193 - $1.07 Million
-2,222 Reduced 0.98%
224,870 $108 Million
Q1 2024

May 15, 2024

BUY
$429.43 - $481.35 $88.8 Million - $99.5 Million
206,789 Added 1018.51%
227,092 $109 Million
Q4 2023

Feb 13, 2024

BUY
$377.32 - $438.19 $6.98 Million - $8.11 Million
18,502 Added 1027.32%
20,303 $8.87 Million
Q3 2023

Nov 13, 2023

BUY
$392.7 - $420.68 $42,018 - $45,012
107 Added 6.32%
1,801 $707,000
Q2 2023

Aug 10, 2023

BUY
$371.44 - $407.28 $265,208 - $290,797
714 Added 72.86%
1,694 $689,000
Q1 2023

May 12, 2023

BUY
$348.66 - $382.94 $90,651 - $99,564
260 Added 36.11%
980 $368,000
Q4 2022

Feb 13, 2023

BUY
$327.64 - $374.54 $235,900 - $269,668
720 New
720 $253,000
Q4 2021

Feb 14, 2022

SELL
$394.21 - $439.01 $426,929 - $475,447
-1,083 Closed
0 $0
Q3 2021

Nov 12, 2021

BUY
$390.68 - $416.73 $423,106 - $451,318
1,083 New
1,083 $428,000
Q4 2020

Feb 12, 2021

SELL
$299.82 - $343.69 $684,189 - $784,300
-2,282 Closed
0 $0
Q3 2020

Nov 13, 2020

BUY
$285.37 - $328.74 $651,214 - $750,184
2,282 New
2,282 $705,000
Q2 2020

Aug 14, 2020

SELL
$226.15 - $297.17 $5.18 Million - $6.81 Million
-22,909 Closed
0 $0
Q1 2020

May 13, 2020

BUY
$204.27 - $310.92 $700,441 - $1.07 Million
3,429 Added 17.6%
22,909 $5.43 Million
Q4 2019

Feb 13, 2020

BUY
$264.57 - $296.67 $4.21 Million - $4.72 Million
15,901 Added 444.29%
19,480 $5.76 Million
Q3 2019

Nov 14, 2019

BUY
$260.57 - $277.38 $932,580 - $992,743
3,579 New
3,579 $976,000

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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