Southern Wealth Management, LLP Vanguard Index Fds S&P 500 ETF Transaction History

Southern Wealth Management, LLP

$258 Million
Q1 2023

A detailed history of Southern Wealth Management, LLP transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Southern Wealth Management, LLP holds 36,935 shares of VOO stock, worth $20.4 Million. This represents 5.39% of its overall portfolio holdings.

Number of Shares

36,935

Previous 36,242 1.91%

Holding current value

$20.4 Million

Previous $12.7 Million 9.09%

% of portfolio

5.39%

Previous 5.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	BUY	$348.66 - $382.94 $241,621 - $265,377	693 Added 1.91%	36,935 $13.9 Million
Q4 2022 Feb 13, 2023	SELL	$327.64 - $374.54 $1.23 Million - $1.41 Million	-3,757 Reduced 9.39%	36,242 $12.7 Million
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $1.15 Million - $1.39 Million	3,510 Added 9.62%	39,999 $14.2 Million
Q2 2022 Aug 11, 2022	BUY	$337.07 - $419.85 $1.65 Million - $2.06 Million	4,906 Added 15.53%	36,489 $12.7 Million
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $470,338 - $539,838	1,229 Added 4.05%	31,583 $13.1 Million
Q4 2021 Feb 10, 2022	SELL	$394.21 - $439.01 $1.28 Million - $1.43 Million	-3,250 Reduced 9.67%	30,354 $13.3 Million
Q3 2021 Nov 15, 2021	BUY	$390.68 - $416.73 $220,343 - $235,035	564 Added 1.71%	33,604 $13.3 Million
Q2 2021 Aug 13, 2021	BUY	$368.16 - $394.32 $51,542 - $55,204	140 Added 0.43%	33,040 $13.4 Million
Q1 2021 May 17, 2021	BUY	$339.03 - $365.24 $221,725 - $238,866	654 Added 2.03%	32,900 $12 Million
Q4 2020 Feb 16, 2021	BUY	$299.82 - $343.69 $600,539 - $688,411	2,003 Added 6.62%	32,246 $11.1 Million
Q3 2020 Nov 25, 2020	BUY	$285.37 - $328.74 $2.36 Million - $2.72 Million	8,270 Added 37.64%	30,243 $9.3 Million
Q2 2020 Aug 14, 2020	BUY	$226.15 - $297.17 $3.98 Million - $5.23 Million	17,616 Added 404.31%	21,973 $6.23 Million
Q1 2020 May 14, 2020	BUY	$204.27 - $310.92 $333,777 - $508,043	1,634 Added 60.01%	4,357 $1.03 Million
Q4 2019 May 14, 2020	BUY	$264.57 - $296.67 $720,424 - $807,832	2,723 New	2,723 $805,000

Others Institutions Holding VOO

# of Institutions

3,264

Shares Held

406M

Call Options Held

2.08M

Put Options Held

2.68M

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 Southern Wealth Management, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Southern Wealth Management, LLP with notifications on news.

Account

Southern Wealth Management, LLP Vanguard Index Fds S&P 500 ETF Transaction History