Strategic Wealth Partners Group LLC Vanguard Index Fds S&P 500 ETF Transaction History

Strategic Wealth Partners Group LLC

$851 Million
Q1 2024

A detailed history of Strategic Wealth Partners Group LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Strategic Wealth Partners Group LLC holds 21,434 shares of VOO stock, worth $11.4 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

21,434

Previous 21,224 0.99%

Holding current value

$11.4 Million

Previous $9.27 Million 11.14%

% of portfolio

1.21%

Previous 1.26%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$429.43 - $481.35 $90,180 - $101,083	210 Added 0.99%	21,434 $10.3 Million
Q4 2023 Feb 13, 2024	BUY	$377.32 - $438.19 $144,513 - $167,826	383 Added 1.84%	21,224 $9.27 Million
Q3 2023 Nov 14, 2023	SELL	$392.7 - $420.68 $236,798 - $253,670	-603 Reduced 2.81%	20,841 $8.18 Million
Q2 2023 Aug 10, 2023	SELL	$371.44 - $407.28 $304,209 - $333,562	-819 Reduced 3.68%	21,444 $8.73 Million
Q1 2023 May 11, 2023	BUY	$348.66 - $382.94 $3.31 Million - $3.64 Million	9,495 Added 74.37%	22,263 $8.35 Million
Q4 2022 Feb 07, 2023	BUY	$327.64 - $374.54 $383,011 - $437,837	1,169 Added 10.08%	12,768 $4.49 Million
Q3 2022 Nov 08, 2022	SELL	$328.3 - $395.04 $43,992 - $52,935	-134 Reduced 1.14%	11,599 $3.81 Million
Q2 2022 Aug 12, 2022	BUY	$337.07 - $419.85 $55,616 - $69,275	165 Added 1.43%	11,733 $4.07 Million
Q1 2022 May 12, 2022	SELL	$382.7 - $439.25 $2.37 Million - $2.72 Million	-6,192 Reduced 34.86%	11,568 $4.8 Million
Q4 2021 Feb 11, 2022	SELL	$394.21 - $439.01 $409,978 - $456,570	-1,040 Reduced 5.53%	17,760 $7.75 Million
Q3 2021 Nov 12, 2021	SELL	$390.68 - $416.73 $1.35 Million - $1.44 Million	-3,462 Reduced 15.55%	18,800 $7.42 Million
Q1 2021 May 17, 2021	SELL	$339.03 - $365.24 $763,495 - $822,520	-2,252 Reduced 9.19%	22,262 $8.11 Million
Q4 2020 Feb 11, 2021	SELL	$299.82 - $343.69 $52,468 - $60,145	-175 Reduced 0.71%	24,514 $8.43 Million
Q3 2020 Nov 13, 2020	SELL	$285.37 - $328.74 $36,812 - $42,407	-129 Reduced 0.52%	24,689 $7.6 Million
Q2 2020 Aug 13, 2020	SELL	$226.15 - $297.17 $557,459 - $732,524	-2,465 Reduced 9.03%	24,818 $7.03 Million
Q1 2020 May 14, 2020	SELL	$204.27 - $310.92 $22,878 - $34,823	-112 Reduced 0.41%	27,283 $6.46 Million
Q4 2019 Feb 14, 2020	BUY	$264.57 - $296.67 $7.25 Million - $8.13 Million	27,395 New	27,395 $8.1 Million
Q3 2019 Nov 13, 2019	SELL	$260.57 - $277.38 $8.02 Million - $8.54 Million	-30,782 Closed	0 $0
Q2 2019 Aug 13, 2019	BUY	$252.12 - $271.73 $2.74 Million - $2.95 Million	10,861 Added 54.52%	30,782 $8.29 Million
Q1 2019 May 14, 2019	BUY	$224.5 - $261.43 $1.39 Million - $1.62 Million	6,195 Added 45.13%	19,921 $9.49 Million
Q4 2018 Feb 26, 2019	SELL	$215.07 - $268.24 $1.21 Million - $1.51 Million	-5,647 Reduced 29.15%	13,726 $3.15 Million
Q3 2018 Nov 14, 2018	BUY	$248.79 - $269.75 $279,142 - $302,659	1,122 Added 6.15%	19,373 $3.24 Billion
Q2 2018 Aug 16, 2018	SELL	$236.48 - $256.33 $61,721 - $66,902	-261 Reduced 1.41%	18,251 $0
Q1 2018 May 15, 2018	BUY	$236.79 - $263.36 $1.11 Million - $1.23 Million	4,685 Added 33.88%	18,512 $2.96 Billion
Q4 2017 Feb 14, 2018	SELL	$231.73 - $247.65 $442,140 - $472,516	-1,908 Reduced 12.13%	13,827 $3.39 Million
Q3 2017 Nov 14, 2017	BUY	$228.78 - $230.76 $3.6 Million - $3.63 Million	15,735	15,735 $3.63 Million

Others Institutions Holding VOO

# of Institutions

3,523

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Strategic Wealth Partners Group LLC Vanguard Index Fds S&P 500 ETF Transaction History