Peak Financial Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Peak Financial Management, Inc.

$361 Million
Q4 2025

A detailed history of Peak Financial Management, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Peak Financial Management, Inc. holds 26,875 shares of VOO stock, worth $16.6 Million. This represents 4.6% of its overall portfolio holdings.

Number of Shares

26,875

Previous 28,473 5.61%

Holding current value

$16.6 Million

Previous $17.4 Million 4.77%

% of portfolio

4.6%

Previous 4.86%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	SELL	$600.51 - $631.95 $959,614 - $1.01 Million	-1,598 Reduced 5.61%	26,875 $16.6 Million
Q3 2025 Oct 09, 2025	SELL	$567.77 - $614.76 $802,259 - $868,655	-1,413 Reduced 4.73%	28,473 $17.4 Million
Q2 2025 Jul 23, 2025	SELL	$456.74 - $568.03 $194,571 - $241,980	-426 Reduced 1.41%	29,886 $17 Million
Q1 2025 May 12, 2025	SELL	$507.05 - $563.67 $1.25 Million - $1.38 Million	-2,456 Reduced 7.5%	30,312 $15.6 Million
Q4 2024 Jan 21, 2025	SELL	$521.84 - $558.82 $695,090 - $744,348	-1,332 Reduced 3.91%	32,768 $17.7 Million

Q3 2024 Oct 15, 2024	SELL	$475.2 - $527.7 $414,374 - $460,154	-872 Reduced 2.49%	34,100 $18 Million
Q2 2024 Jul 22, 2024	SELL	$455.1 - $504.28 $260,772 - $288,952	-573 Reduced 1.61%	34,972 $17.5 Million
Q1 2024 Apr 22, 2024	SELL	$429.43 - $481.35 $453,907 - $508,786	-1,057 Reduced 2.89%	35,545 $17.1 Million
Q4 2023 Jan 18, 2024	SELL	$377.32 - $438.19 $444,105 - $515,749	-1,177 Reduced 3.12%	36,602 $16 Million
Q3 2023 Oct 24, 2023	SELL	$392.7 - $420.68 $420,581 - $450,548	-1,071 Reduced 2.76%	37,779 $14.8 Million
Q2 2023 Jul 26, 2023	SELL	$371.44 - $407.28 $224,349 - $245,997	-604 Reduced 1.53%	38,850 $15.8 Million
Q1 2023 Apr 24, 2023	SELL	$348.66 - $382.94 $73,567 - $80,800	-211 Reduced 0.53%	39,454 $14.8 Million
Q4 2022 Jan 27, 2023	SELL	$327.64 - $374.54 $356,144 - $407,124	-1,087 Reduced 2.67%	39,665 $13.9 Million
Q3 2022 Oct 28, 2022	SELL	$328.3 - $395.04 $896,915 - $1.08 Million	-2,732 Reduced 6.28%	40,752 $13.4 Million
Q2 2022 Jul 29, 2022	SELL	$337.07 - $419.85 $415,607 - $517,675	-1,233 Reduced 2.76%	43,484 $15.1 Million
Q1 2022 Apr 20, 2022	SELL	$382.7 - $439.25 $507,842 - $582,884	-1,327 Reduced 2.88%	44,717 $18.6 Million
Q4 2021 Jan 27, 2022	SELL	$394.21 - $439.01 $575,546 - $640,954	-1,460 Reduced 3.07%	46,044 $20.1 Million
Q3 2021 Oct 19, 2021	SELL	$390.68 - $416.73 $10,939 - $11,668	-28 Reduced 0.06%	47,504 $18.7 Million
Q2 2021 Aug 04, 2021	SELL	$368.16 - $394.32 $128,856 - $138,012	-350 Reduced 0.73%	47,532 $18.7 Million
Q1 2021 Apr 29, 2021	SELL	$339.03 - $365.24 $328,859 - $354,282	-970 Reduced 1.99%	47,882 $17.4 Million
Q4 2020 Jan 26, 2021	BUY	$299.82 - $343.69 $445,232 - $510,379	1,485 Added 3.14%	48,852 $16.8 Million
Q3 2020 Oct 19, 2020	SELL	$285.37 - $328.74 $16,836 - $19,395	-59 Reduced 0.12%	47,367 $14.6 Million
Q2 2020 Aug 06, 2020	SELL	$226.15 - $297.17 $648,372 - $851,986	-2,867 Reduced 5.7%	47,426 $13.4 Million
Q1 2020 Apr 29, 2020	SELL	$204.27 - $310.92 $158,513 - $241,273	-776 Reduced 1.52%	50,293 $11.9 Million
Q4 2019 Jan 31, 2020	SELL	$264.57 - $296.67 $288,645 - $323,666	-1,091 Reduced 2.09%	51,069 $15.1 Million
Q3 2019 Oct 29, 2019	BUY	$260.57 - $277.38 $2,084 - $2,219	8 Added 0.02%	52,160 $14.2 Million
Q2 2019 Aug 01, 2019	SELL	$252.12 - $271.73 $184,047 - $198,362	-730 Reduced 1.38%	52,152 $14 Million
Q1 2019 May 01, 2019	SELL	$224.5 - $261.43 $252,338 - $293,847	-1,124 Reduced 2.08%	52,882 $13.7 Million
Q4 2018 Jan 30, 2019	SELL	$215.07 - $268.24 $137,859 - $171,941	-641 Reduced 1.17%	54,006 $12.4 Million
Q3 2018 Nov 06, 2018	SELL	$248.79 - $269.75 $232,867 - $252,486	-936 Reduced 1.68%	54,647 $14.6 Million
Q2 2018 Jul 19, 2018	SELL	$236.48 - $256.33 $139,759 - $151,491	-591 Reduced 1.05%	55,583 $13.9 Million
Q1 2018 May 08, 2018	SELL	$236.79 - $263.36 $5.02 Million - $5.59 Million	-21,207 Reduced 27.41%	56,174 $13.6 Million
Q4 2017 Feb 08, 2018	SELL	$231.73 - $247.65 $704,459 - $752,856	-3,040 Reduced 3.78%	77,381 $19 Million
Q3 2017 Oct 30, 2017	SELL	$228.78 - $230.76 $822,921 - $830,043	-3,597 Reduced 4.28%	80,421 $18.6 Million
Q2 2017 Aug 14, 2017	BUY	N/A	84,018	84,018 $18.7 Million

Others Institutions Holding VOO

# of Institutions

3,926

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

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Management, Inc. with notifications on news.

Account

Peak Financial Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History