Pine Harbor Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Pine Harbor Wealth Management, LLC

$312 Billion
Q3 2025

A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 1,077 shares of VOO stock, worth $665,402. This represents 0.21% of its overall portfolio holdings.

Number of Shares

1,077

Previous 1,607 32.98%

Holding current value

$665,402

Previous $913 Million 27.72%

% of portfolio

0.21%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$567.77 - $614.76 $300,918 - $325,822	-530 Reduced 32.98%	1,077 $660 Million
Q2 2025 Aug 14, 2025	BUY	$456.74 - $568.03 $5,480 - $6,816	12 Added 0.75%	1,607 $913 Million
Q1 2025 May 14, 2025	BUY	$507.05 - $563.67 $83,663 - $93,005	165 Added 11.54%	1,595 $820 Million
Q4 2024 Feb 13, 2025	BUY	$521.84 - $558.82 $6,262 - $6,705	12 Added 0.85%	1,430 $771 Million
Q3 2024 Nov 13, 2024	BUY	$475.2 - $527.7 $3,326 - $3,693	7 Added 0.5%	1,418 $749 Million

Q1 2024 May 15, 2024	SELL	$429.43 - $481.35 $129,258 - $144,886	-301 Reduced 17.58%	1,411 $678 Million
Q4 2023 Apr 03, 2024	BUY	$377.32 - $438.19 $645,971 - $750,181	1,712 New	1,712 $748 Million

Others Institutions Holding VOO

# of Institutions

3,874

Shares Held

545M

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

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Pine Harbor Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History