Stockman Wealth Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Stockman Wealth Management, Inc.

$620 Million
Q4 2024

A detailed history of Stockman Wealth Management, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Stockman Wealth Management, Inc. holds 4,697 shares of VOO stock, worth $2.57 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

4,697

Previous 4,989 5.85%

Holding current value

$2.57 Million

Previous $2.63 Million 3.88%

% of portfolio

0.41%

Previous 0.42%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$521.84 - $558.82 $152,377 - $163,175	-292 Reduced 5.85%	4,697 $2.53 Million
Q3 2024 Nov 04, 2024	BUY	$475.2 - $527.7 $36,115 - $40,105	76 Added 1.55%	4,989 $2.63 Million
Q2 2024 Jul 31, 2024	BUY	$455.1 - $504.28 $47,330 - $52,445	104 Added 2.16%	4,913 $2.46 Million
Q1 2024 Apr 17, 2024	BUY	$429.43 - $481.35 $51,102 - $57,280	119 Added 2.54%	4,809 $2.31 Million
Q4 2023 Feb 01, 2024	SELL	$377.32 - $438.19 $829,349 - $963,141	-2,198 Reduced 31.91%	4,690 $2.05 Million
Q3 2023 Oct 31, 2023	SELL	$392.7 - $420.68 $186,925 - $200,243	-476 Reduced 6.46%	6,888 $2.7 Million
Q2 2023 Aug 02, 2023	SELL	$371.44 - $407.28 $300,494 - $329,489	-809 Reduced 9.9%	7,364 $3 Million
Q1 2023 May 04, 2023	BUY	$348.66 - $382.94 $40,444 - $44,421	116 Added 1.44%	8,173 $3.07 Million
Q4 2022 Feb 07, 2023	BUY	$327.64 - $374.54 $178,563 - $204,124	545 Added 7.26%	8,057 $2.83 Million
Q3 2022 Nov 07, 2022	BUY	$328.3 - $395.04 $24,950 - $30,023	76 Added 1.02%	7,512 $2.47 Million
Q4 2021 Feb 08, 2022	SELL	$394.21 - $439.01 $11,826 - $13,170	-30 Reduced 0.4%	7,436 $3.25 Million
Q2 2021 Aug 12, 2021	SELL	$368.16 - $394.32 $10,308 - $11,040	-28 Reduced 0.37%	7,466 $2.94 Million
Q1 2021 May 05, 2021	SELL	$339.03 - $365.24 $2,373 - $2,556	-7 Reduced 0.09%	7,494 $2.73 Million
Q4 2020 Feb 08, 2021	SELL	$299.82 - $343.69 $9,294 - $10,654	-31 Reduced 0.41%	7,501 $2.58 Million
Q3 2020 Nov 06, 2020	SELL	$285.37 - $328.74 $28,537 - $32,874	-100 Reduced 1.31%	7,532 $2.32 Million
Q1 2020 May 06, 2020	BUY	$204.27 - $310.92 $145,031 - $220,753	710 Added 10.26%	7,632 $1.81 Million
Q4 2019 Feb 07, 2020	BUY	$264.57 - $296.67 $29,102 - $32,633	110 Added 1.61%	6,922 $2.05 Million
Q3 2019 Nov 12, 2019	BUY	$260.57 - $277.38 $6,774 - $7,211	26 Added 0.38%	6,812 $1.86 Million
Q1 2019 May 07, 2019	SELL	$224.5 - $261.43 $4,939 - $5,751	-22 Reduced 0.32%	6,786 $1.76 Million
Q4 2018 Feb 08, 2019	BUY	$215.07 - $268.24 $4,731 - $5,901	22 Added 0.32%	6,808 $1.57 Million
Q3 2018 Nov 02, 2018	SELL	$248.79 - $269.75 $112,701 - $122,196	-453 Reduced 6.26%	6,786 $1.81 Million
Q2 2018 Aug 14, 2018	SELL	$236.48 - $256.33 $4.52 Million - $4.9 Million	-19,120 Reduced 72.54%	7,239 $1.81 Million
Q1 2018 May 10, 2018	SELL	$236.79 - $263.36 $59,197 - $65,840	-250 Reduced 0.94%	26,359 $6.38 Million
Q4 2017 Feb 12, 2018	BUY	$231.73 - $247.65 $3.03 Million - $3.23 Million	13,055 Added 96.32%	26,609 $6.53 Million
Q3 2017 Nov 14, 2017	BUY	$228.78 - $230.76 $999,539 - $1.01 Million	4,369 Added 47.57%	13,554 $3.13 Million
Q2 2017 Aug 09, 2017	BUY	N/A	9,185	9,185 $2.04 Million

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
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Stockman Wealth Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History