Geo Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Geo Wealth Management, LLC

$2.92 Billion
Q4 2024

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 302,477 shares of VOO stock, worth $167 Million. This represents 5.59% of its overall portfolio holdings.

Number of Shares

302,477

Previous 252,705 19.7%

Holding current value

$167 Million

Previous $133 Million 22.22%

% of portfolio

5.59%

Previous 4.89%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$521.84 - $558.82 $26 Million - $27.8 Million	49,772 Added 19.7%	302,477 $163 Million
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

# 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
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Geo Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History