Sheets Smith Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

A detailed history of Sheets Smith Wealth Management transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Sheets Smith Wealth Management holds 63,738 shares of VOO stock, worth $32.6 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares

63,738

Previous 59,270 7.54%

Holding current value

$32.6 Million

Previous $31.3 Million 9.81%

% of portfolio

4.28%

Previous 3.88%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$521.84 - $558.82 $2.33 Million - $2.5 Million	4,468 Added 7.54%	63,738 $34.3 Million
Q3 2024 Nov 01, 2024	SELL	$475.2 - $527.7 $15.3 Million - $17 Million	-32,172 Reduced 35.18%	59,270 $31.3 Million
Q2 2024 Jul 30, 2024	BUY	$455.1 - $504.28 $197,513 - $218,857	434 Added 0.48%	91,442 $45.7 Million
Q1 2024 May 08, 2024	BUY	$429.43 - $481.35 $39.1 Million - $43.8 Million	91,008 New	91,008 $43.7 Million
Q3 2023 Oct 23, 2023	BUY	$392.7 - $420.68 $88,357 - $94,653	225 New	225 $88,000

Others Institutions Holding VOO

# of Institutions

3,545

Shares Held

473M

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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Sheets Smith Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History