Intelligent Financial Strategies Vanguard Index Fds S&P 500 ETF Transaction History

Intelligent Financial Strategies

$175 Million
Q4 2024

A detailed history of Intelligent Financial Strategies transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Intelligent Financial Strategies holds 58,696 shares of VOO stock, worth $32.1 Million. This represents 18.05% of its overall portfolio holdings.

Number of Shares

58,696

Previous 58,748 0.09%

Holding current value

$32.1 Million

Previous $31 Million 2.02%

% of portfolio

18.05%

Previous 17.63%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$521.84 - $558.82 $27,135 - $29,058	-52 Reduced 0.09%	58,696 $31.6 Million
Q3 2024 Oct 25, 2024	BUY	$475.2 - $527.7 $787,881 - $874,926	1,658 Added 2.9%	58,748 $31 Million
Q2 2024 Jul 25, 2024	BUY	$455.1 - $504.28 $779,586 - $863,831	1,713 Added 3.09%	57,090 $28.6 Million
Q1 2024 Apr 26, 2024	BUY	$429.43 - $481.35 $6.24 Million - $7 Million	14,542 Added 35.61%	55,377 $26.6 Million
Q4 2023 Feb 08, 2024	BUY	$377.32 - $438.19 $500,326 - $581,039	1,326 Added 3.36%	40,835 $17.8 Million
Q3 2023 Oct 30, 2023	BUY	$392.7 - $420.68 $154,723 - $165,747	394 Added 1.01%	39,509 $15.5 Million
Q2 2023 Jul 20, 2023	BUY	$371.44 - $407.28 $206,892 - $226,854	557 Added 1.44%	39,115 $15.9 Million
Q1 2023 May 01, 2023	BUY	$348.66 - $382.94 $865,025 - $950,074	2,481 Added 6.88%	38,558 $14.5 Million
Q4 2022 Jan 24, 2023	BUY	$327.64 - $374.54 $6.41 Million - $7.32 Million	19,552 Added 118.32%	36,077 $0
Q3 2022 Nov 10, 2022	SELL	$328.3 - $395.04 $31,188 - $37,528	-95 Reduced 0.57%	16,525 $5.43 Million
Q2 2022 Aug 08, 2022	BUY	$337.07 - $419.85 $1.16 Million - $1.45 Million	3,443 Added 26.13%	16,620 $5.77 Million
Q1 2022 Apr 25, 2022	SELL	$382.7 - $439.25 $88,021 - $101,027	-230 Reduced 1.72%	13,177 $5.47 Million
Q4 2021 Feb 15, 2022	BUY	$394.21 - $439.01 $5.29 Million - $5.89 Million	13,407 New	13,407 $5.85 Million

Others Institutions Holding VOO

# of Institutions

3,514

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
Sector ETFs
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Intelligent Financial Strategies Vanguard Index Fds S&P 500 ETF Transaction History