Helen Stephens Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Helen Stephens Group, LLC

$445 Million
Q3 2025

A detailed history of Helen Stephens Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Helen Stephens Group, LLC holds 3,358 shares of VOO stock, worth $2.07 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

3,358

Previous 3,337 0.63%

Holding current value

$2.07 Million

Previous $1.9 Million 8.5%

% of portfolio

0.46%

Previous 0.47%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 02, 2025	BUY	$567.77 - $614.76 $11,923 - $12,909	21 Added 0.63%	3,358 $2.06 Million
Q1 2025 Apr 23, 2025	BUY	$507.05 - $563.67 $6,084 - $6,764	12 Added 0.36%	3,337 $1.71 Million
Q4 2024 Jan 15, 2025	SELL	$521.84 - $558.82 $64,186 - $68,734	-123 Reduced 3.57%	3,325 $1.79 Million
Q3 2024 Oct 08, 2024	BUY	$475.2 - $527.7 $49,896 - $55,408	105 Added 3.14%	3,448 $1.82 Million
Q2 2024 Jul 10, 2024	BUY	$455.1 - $504.28 $953,434 - $1.06 Million	2,095 Added 167.87%	3,343 $1.67 Million

Q1 2024 Apr 17, 2024	BUY	$429.43 - $481.35 $60,120 - $67,389	140 Added 12.64%	1,248 $599,000
Q4 2023 Jan 16, 2024	BUY	$377.32 - $438.19 $2,641 - $3,067	7 Added 0.64%	1,108 $483,000
Q3 2023 Oct 30, 2023	BUY	$392.7 - $420.68 $785 - $841	2 Added 0.18%	1,101 $432,000
Q1 2023 Apr 18, 2023	BUY	$348.66 - $382.94 $697 - $765	2 Added 0.18%	1,099 $413,000
Q4 2022 Feb 14, 2023	SELL	$327.64 - $374.54 $2,948 - $3,370	-9 Reduced 0.81%	1,097 $385,000
Q3 2022 Oct 11, 2022	BUY	$328.3 - $395.04 $984 - $1,185	3 Added 0.27%	1,106 $363,000
Q2 2022 Jul 26, 2022	SELL	$337.07 - $419.85 $25,954 - $32,328	-77 Reduced 6.53%	1,103 $383,000
Q1 2022 Apr 27, 2022	BUY	$382.7 - $439.25 $45,158 - $51,831	118 Added 11.11%	1,180 $490,000
Q4 2021 Jan 26, 2022	BUY	$394.21 - $439.01 $418,651 - $466,228	1,062 New	1,062 $464,000

Others Institutions Holding VOO

# of Institutions

3,872

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Helen Stephens Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History