Us Advisors Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Us Advisors Wealth Management, LLC

$308 Million
Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 1,129 shares of VOO stock, worth $626,380. This represents 0.2% of its overall portfolio holdings.

Number of Shares

1,129

Previous 1,118 0.98%

Holding current value

$626,380

Previous $587,000 3.58%

% of portfolio

0.2%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$521.84 - $558.82 $5,740 - $6,147	11 Added 0.98%	1,129 $608,000
Q3 2024 Nov 07, 2024	BUY	$475.2 - $527.7 $8,553 - $9,498	18 Added 1.64%	1,118 $587,000
Q2 2024 Aug 06, 2024	SELL	$455.1 - $504.28 $2.13 Million - $2.36 Million	-4,676 Reduced 80.96%	1,100 $550,000
Q1 2024 May 02, 2024	BUY	$429.43 - $481.35 $2.22 Million - $2.49 Million	5,166 Added 846.89%	5,776 $2.78 Million
Q4 2023 Feb 12, 2024	BUY	$377.32 - $438.19 $230,165 - $267,295	610 New	610 $266,000
Q3 2019 Nov 07, 2019	SELL	$260.57 - $277.38 $1.39 Million - $1.48 Million	-5,319 Closed	0 $0
Q2 2019 Aug 09, 2019	BUY	$252.12 - $271.73 $47,902 - $51,628	190 Added 3.7%	5,319 $1.43 Million
Q1 2019 May 06, 2019	BUY	$224.5 - $261.43 $92,269 - $107,447	411 Added 8.71%	5,129 $1.33 Million
Q4 2018 Feb 08, 2019	BUY	$215.07 - $268.24 $1.01 Million - $1.27 Million	4,718 New	4,718 $1.08 Million

Others Institutions Holding VOO

# of Institutions

3,436

Shares Held

464M

Call Options Held

2.12M

Put Options Held

2.65M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Us Advisors Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History