Ivc Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Ivc Wealth Advisors LLC

$222 Million
Q4 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 1,432 shares of VOO stock, worth $884,732. This represents 0.4% of its overall portfolio holdings.

Number of Shares

1,432

Previous 695 106.04%

Holding current value

$884,732

Previous $425,000 108.0%

% of portfolio

0.4%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$600.51 - $631.95 $442,575 - $465,747	737 Added 106.04%	1,432 $884,000
Q3 2025 Oct 09, 2025	BUY	$567.77 - $614.76 $394,600 - $427,258	695 New	695 $425,000
Q4 2024 Jan 17, 2025	BUY	$521.84 - $558.82 $211,345 - $226,322	405 New	405 $218,000
Q4 2022 Jan 17, 2023	BUY	$327.64 - $374.54 $7.98 Million - $9.12 Million	24,360 New	24,360 $0
Q1 2021 Apr 20, 2021	SELL	$339.03 - $365.24 $271,224 - $292,192	-800 Closed	0 $0

Q4 2020 Feb 01, 2021	BUY	$299.82 - $343.69 $239,856 - $274,952	800 New	800 $275,000

Others Institutions Holding VOO

# of Institutions

3,915

Shares Held

551M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Ivc Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History