U.S. Capital Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

U.S. Capital Wealth Advisors, LLC

$3.03 Billion
Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 29,354 shares of VOO stock, worth $15.8 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

29,354

Previous 27,707 5.94%

Holding current value

$15.8 Million

Previous $14.6 Million 8.18%

% of portfolio

0.52%

Previous 0.55%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$521.84 - $558.82 $859,470 - $920,376	1,647 Added 5.94%	29,354 $15.8 Million
Q3 2024 Oct 22, 2024	SELL	$475.2 - $527.7 $194,356 - $215,829	-409 Reduced 1.45%	27,707 $14.6 Million
Q2 2024 Jul 11, 2024	BUY	$455.1 - $504.28 $685,380 - $759,445	1,506 Added 5.66%	28,116 $14.1 Million
Q1 2024 May 10, 2024	BUY	$429.43 - $481.35 $712,853 - $799,041	1,660 Added 6.65%	26,610 $12.8 Million
Q4 2023 Feb 06, 2024	BUY	$377.32 - $438.19 $173,944 - $202,005	461 Added 1.88%	24,950 $10.9 Million
Q3 2023 Oct 19, 2023	BUY	$392.7 - $420.68 $33,772 - $36,178	86 Added 0.35%	24,489 $9.62 Million
Q2 2023 Aug 04, 2023	BUY	$371.44 - $407.28 $4.8 Million - $5.27 Million	12,935 Added 112.79%	24,403 $9.94 Million
Q1 2023 May 11, 2023	SELL	$348.66 - $382.94 $398,867 - $438,083	-1,144 Reduced 9.07%	11,468 $4.31 Million
Q4 2022 Feb 03, 2023	BUY	$327.64 - $374.54 $2.07 Million - $2.37 Million	6,316 Added 100.32%	12,612 $4.43 Million
Q3 2022 Nov 01, 2022	SELL	$328.3 - $395.04 $63,690 - $76,637	-194 Reduced 2.99%	6,296 $2.07 Million
Q2 2022 Aug 12, 2022	BUY	$337.07 - $419.85 $478,976 - $596,606	1,421 Added 28.03%	6,490 $2.25 Million
Q1 2022 May 12, 2022	SELL	$382.7 - $439.25 $437,426 - $502,062	-1,143 Reduced 18.4%	5,069 $2.11 Million
Q4 2021 Jan 21, 2022	SELL	$394.21 - $439.01 $31,142 - $34,681	-79 Reduced 1.26%	6,212 $2.71 Million
Q3 2021 Nov 01, 2021	BUY	$390.68 - $416.73 $2.46 Million - $2.62 Million	6,291 New	6,291 $2.48 Million

Others Institutions Holding VOO

# of Institutions

3,517

Shares Held

476M

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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U.S. Capital Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History