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

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 4,105 shares of VOO stock, worth $2.28 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

4,105

Previous 3,115 31.78%

Holding current value

$2.28 Million

Previous $1.29 Million 170987.01%

% of portfolio

0.33%

Previous 0.25%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$521.84 - $558.82 $516,621 - $553,231	990 Added 31.78%	4,105 $2.21 Billion
Q1 2022 May 19, 2022	SELL	$382.7 - $439.25 $382 - $439	-1 Reduced 0.03%	3,115 $1.29 Million
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $765 - $878	2 Added 0.06%	3,116 $1.14 Million
Q4 2021 Feb 14, 2022	BUY	$394.21 - $439.01 $1,576 - $1,756	4 Added 0.13%	3,114 $1.36 Million
Q3 2021 Nov 15, 2021	SELL	$390.68 - $416.73 $26,175 - $27,920	-67 Reduced 2.11%	3,110 $1.23 Million
Q2 2021 Aug 12, 2021	BUY	$368.16 - $394.32 $22,457 - $24,053	61 Added 1.96%	3,177 $1.25 Million
Q1 2021 May 14, 2021	BUY	$339.03 - $365.24 $18,646 - $20,088	55 Added 1.8%	3,116 $1.14 Million
Q4 2020 Jan 28, 2021	BUY	$299.82 - $343.69 $18,888 - $21,652	63 Added 2.1%	3,061 $1.05 Million
Q3 2020 Nov 12, 2020	SELL	$285.37 - $328.74 $14,268 - $16,437	-50 Reduced 1.64%	2,998 $922,000
Q2 2020 Aug 13, 2020	SELL	$226.15 - $297.17 $1.28 Million - $1.69 Million	-5,676 Reduced 65.06%	3,048 $859,000
Q2 2020 Aug 11, 2020	BUY	$226.15 - $297.17 $1.19 Million - $1.57 Million	5,281 Added 153.38%	8,724 $2.47 Million
Q1 2020 Apr 17, 2020	BUY	$204.27 - $310.92 $703,301 - $1.07 Million	3,443 New	3,443 $815,000

Others Institutions Holding VOO

# of Institutions

3,242

Shares Held

401M

Call Options Held

2.09M

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 Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Account

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