Samalin Investment Counsel, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Samalin Investment Counsel, LLC

$223 Million
Q4 2024

A detailed history of Samalin Investment Counsel, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 678 shares of VOO stock, worth $352,736. This represents 0.16% of its overall portfolio holdings.

Number of Shares

678

Previous 464 46.12%

Holding current value

$352,736

Previous $244,000 49.59%

% of portfolio

0.16%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$521.84 - $558.82 $111,673 - $119,587	214 Added 46.12%	678 $365,000
Q3 2024 Nov 13, 2024	SELL	$475.2 - $527.7 $29,937 - $33,245	-63 Reduced 11.95%	464 $244,000
Q2 2024 Aug 13, 2024	SELL	$455.1 - $504.28 $455 - $504	-1 Reduced 0.19%	527 $263,000
Q1 2024 May 13, 2024	BUY	$429.43 - $481.35 $226,739 - $254,152	528 New	528 $253,000
Q2 2022 Aug 15, 2022	SELL	$337.07 - $419.85 $119,322 - $148,626	-354 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $765 - $878	2 Added 0.57%	354 $147 Million
Q4 2021 Feb 15, 2022	BUY	$394.21 - $439.01 $788 - $878	2 Added 0.57%	352 $154 Million
Q3 2021 Nov 15, 2021	BUY	$390.68 - $416.73 $781 - $833	2 Added 0.57%	350 $138 Million
Q2 2021 Aug 12, 2021	BUY	$368.16 - $394.32 $128,119 - $137,223	348 New	348 $136,000
Q1 2021 May 11, 2021	SELL	$339.03 - $365.24 $117,643 - $126,738	-347 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$299.82 - $343.69 $899 - $1,031	3 Added 0.87%	347 $119 Million
Q3 2020 Nov 10, 2020	BUY	$285.37 - $328.74 $98,167 - $113,086	344 New	344 $105,000

Others Institutions Holding VOO

# of Institutions

3,543

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Samalin Investment Counsel, LLC Vanguard Index Fds S&P 500 ETF Transaction History