Key Client Fiduciary Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Key Client Fiduciary Advisors, LLC

$196 Million
Q1 2025

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 4,368 shares of VOO stock, worth $2.11 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

4,368

Previous 4,248 2.82%

Holding current value

$2.11 Million

Previous $2.29 Million 2.45%

% of portfolio

1.14%

Previous 1.13%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$507.05 - $563.67 $60,846 - $67,640	120 Added 2.82%	4,368 $2.23 Million
Q4 2024 Jan 17, 2025	BUY	$521.84 - $558.82 $204,039 - $218,498	391 Added 10.14%	4,248 $2.29 Million
Q3 2024 Oct 18, 2024	BUY	$475.2 - $527.7 $405,345 - $450,128	853 Added 28.4%	3,857 $2.04 Million
Q2 2024 Jul 16, 2024	BUY	$455.1 - $504.28 $324,031 - $359,047	712 Added 31.06%	3,004 $1.5 Million
Q1 2024 Apr 15, 2024	BUY	$429.43 - $481.35 $16,318 - $18,291	38 Added 1.69%	2,292 $1.1 Million
Q4 2023 Jan 09, 2024	BUY	$377.32 - $438.19 $160,361 - $186,230	425 Added 23.24%	2,254 $984,000
Q3 2023 Nov 14, 2023	BUY	$392.7 - $420.68 $144,513 - $154,810	368 Added 25.19%	1,829 $718,000
Q2 2023 Jul 13, 2023	BUY	$371.44 - $407.28 $7,428 - $8,145	20 Added 1.39%	1,461 $595,000
Q1 2023 Apr 25, 2023	SELL	$348.66 - $382.94 $15,689 - $17,232	-45 Reduced 3.03%	1,441 $541,000
Q4 2022 Jan 17, 2023	BUY	$327.64 - $374.54 $66,510 - $76,031	203 Added 15.82%	1,486 $0
Q3 2022 Oct 12, 2022	BUY	$328.3 - $395.04 $10,505 - $12,641	32 Added 2.56%	1,283 $421,000
Q2 2022 Jul 19, 2022	BUY	$337.07 - $419.85 $14,494 - $18,053	43 Added 3.56%	1,251 $434,000
Q1 2022 Apr 18, 2022	BUY	$382.7 - $439.25 $26,789 - $30,747	70 Added 6.15%	1,208 $502,000
Q4 2021 Mar 01, 2022	BUY	$394.21 - $439.01 $448,610 - $499,593	1,138 New	1,138 $497,000

Others Institutions Holding VOO

# of Institutions

3,560

Shares Held

477M

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
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Key Client Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Key Client Fiduciary Advisors, LLC with notifications on news.

Account

Key Client Fiduciary Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History