Horizon Family Wealth, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Horizon Family Wealth, Inc.

$143 Million
Q4 2024

A detailed history of Horizon Family Wealth, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 3,182 shares of VOO stock, worth $1.68 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

3,182

Previous 3,906 18.54%

Holding current value

$1.68 Million

Previous $2.06 Million 16.84%

% of portfolio

1.2%

Previous 1.56%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$521.84 - $558.82 $377,812 - $404,585	-724 Reduced 18.54%	3,182 $1.71 Million
Q3 2024 Nov 14, 2024	BUY	$475.2 - $527.7 $188,654 - $209,496	397 Added 11.31%	3,906 $2.06 Million
Q2 2024 Aug 07, 2024	SELL	$455.1 - $504.28 $35,042 - $38,829	-77 Reduced 2.15%	3,509 $1.75 Million
Q1 2024 May 09, 2024	BUY	$429.43 - $481.35 $58,831 - $65,944	137 Added 3.97%	3,586 $1.72 Million
Q4 2023 Feb 07, 2024	BUY	$377.32 - $438.19 $3,395 - $3,943	9 Added 0.26%	3,449 $1.51 Million
Q3 2023 Nov 15, 2023	BUY	$392.7 - $420.68 $907,529 - $972,191	2,311 Added 204.69%	3,440 $1.35 Million
Q3 2023 Nov 08, 2023	SELL	$392.7 - $420.68 $947,585 - $1.02 Million	-2,413 Reduced 68.13%	1,129 $443,000
Q2 2023 Aug 11, 2023	BUY	$371.44 - $407.28 $59,058 - $64,757	159 Added 4.7%	3,542 $1.44 Million
Q1 2023 May 05, 2023	BUY	$348.66 - $382.94 $20,570 - $22,593	59 Added 1.77%	3,383 $1.27 Million
Q4 2022 Feb 06, 2023	BUY	$327.64 - $374.54 $10,156 - $11,610	31 Added 0.94%	3,324 $1.17 Million
Q3 2022 Oct 28, 2022	BUY	$328.3 - $395.04 $35,456 - $42,664	108 Added 3.39%	3,293 $1.08 Million
Q2 2022 Aug 05, 2022	BUY	$337.07 - $419.85 $5,056 - $6,297	15 Added 0.47%	3,185 $1.11 Million
Q1 2022 May 06, 2022	BUY	$382.7 - $439.25 $113,661 - $130,457	297 Added 10.34%	3,170 $1.32 Million
Q4 2021 Feb 11, 2022	BUY	$394.21 - $439.01 $1.13 Million - $1.26 Million	2,873 New	2,873 $1.25 Million

Others Institutions Holding VOO

# of Institutions

3,530

Shares Held

474M

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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Horizon Family Wealth, Inc. Vanguard Index Fds S&P 500 ETF Transaction History