Schear Investment Advisers, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Schear Investment Advisers, LLC

$181 Million
Q4 2024

A detailed history of Schear Investment Advisers, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Schear Investment Advisers, LLC holds 25,920 shares of VOO stock, worth $14.2 Million. This represents 7.73% of its overall portfolio holdings.

Number of Shares

25,920

Previous 11,288 129.62%

Holding current value

$14.2 Million

Previous $5.96 Million 134.47%

% of portfolio

7.73%

Previous 3.82%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$521.84 - $558.82 $7.64 Million - $8.18 Million	14,632 Added 129.62%	25,920 $14 Million
Q3 2024 Nov 06, 2024	BUY	$475.2 - $527.7 $7,603 - $8,443	16 Added 0.14%	11,288 $5.96 Million
Q2 2024 Jul 30, 2024	SELL	$455.1 - $504.28 $2.14 Million - $2.37 Million	-4,704 Reduced 29.44%	11,272 $5.64 Million
Q1 2024 May 01, 2024	SELL	$429.43 - $481.35 $2.05 Million - $2.29 Million	-4,767 Reduced 22.98%	15,976 $7.68 Million
Q4 2023 Jan 31, 2024	SELL	$377.32 - $438.19 $128,666 - $149,422	-341 Reduced 1.62%	20,743 $9.06 Million
Q3 2023 Oct 25, 2023	BUY	$392.7 - $420.68 $2.99 Million - $3.21 Million	7,622 Added 56.62%	21,084 $8.28 Million
Q2 2023 Jul 17, 2023	BUY	$371.44 - $407.28 $377,383 - $413,796	1,016 Added 8.16%	13,462 $5.48 Million
Q1 2023 Apr 25, 2023	BUY	$348.66 - $382.94 $193,854 - $212,914	556 Added 4.68%	12,446 $4.68 Billion
Q4 2022 Jan 24, 2023	BUY	$327.64 - $374.54 $3.9 Million - $4.45 Million	11,890 New	11,890 $4.18 Billion

Others Institutions Holding VOO

# of Institutions

3,522

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
Sector ETFs
Industry ETFs

More about VOO

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Schear Investment Advisers, LLC Vanguard Index Fds S&P 500 ETF Transaction History