Successful Portfolios LLC Vanguard Index Fds S&P 500 ETF Transaction History

Successful Portfolios LLC

$149 Million
Q4 2024

A detailed history of Successful Portfolios LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Successful Portfolios LLC holds 603 shares of VOO stock, worth $312,028. This represents 0.22% of its overall portfolio holdings.

Number of Shares

603

Previous 594 1.52%

Holding current value

$312,028

Previous $313,000 3.51%

% of portfolio

0.22%

Previous 0.21%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$521.84 - $558.82 $4,696 - $5,029	9 Added 1.52%	603 $324,000
Q3 2024 Oct 09, 2024	BUY	$475.2 - $527.7 $950 - $1,055	2 Added 0.34%	594 $313,000
Q2 2024 Jul 12, 2024	BUY	$455.1 - $504.28 $1,365 - $1,512	3 Added 0.51%	592 $296,000
Q4 2023 Jan 18, 2024	BUY	$377.32 - $438.19 $26,412 - $30,673	70 Added 13.49%	589 $257,000
Q3 2023 Oct 10, 2023	SELL	$392.7 - $420.68 $1,178 - $1,262	-3 Reduced 0.57%	519 $203,000
Q2 2023 Jul 20, 2023	BUY	$371.44 - $407.28 $193,891 - $212,600	522 New	522 $212,000
Q2 2022 Jul 22, 2022	SELL	$337.07 - $419.85 $176,287 - $219,581	-523 Closed	0 $0
Q1 2022 Apr 21, 2022	SELL	$382.7 - $439.25 $1,913 - $2,196	-5 Reduced 0.95%	523 $217,000
Q4 2021 Jan 26, 2022	SELL	$394.21 - $439.01 $2,759 - $3,073	-7 Reduced 1.31%	528 $231,000
Q2 2021 Jul 23, 2021	BUY	$368.16 - $394.32 $196,965 - $210,961	535 New	535 $211,000

Others Institutions Holding VOO

# of Institutions

3,539

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

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About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Successful Portfolios LLC Vanguard Index Fds S&P 500 ETF Transaction History