Values Added Financial LLC Vanguard Index Fds S&P 500 ETF Transaction History

Values Added Financial LLC

$173 Billion
Q4 2024

A detailed history of Values Added Financial LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Values Added Financial LLC holds 4,768 shares of VOO stock, worth $2.63 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

4,768

Previous 4,768 -0.0%

Holding current value

$2.63 Million

Previous $2.52 Billion 2.11%

% of portfolio

1.49%

Previous 1.59%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$475.2 - $527.7 $51,321 - $56,991	-108 Reduced 2.21%	4,768 $2.52 Billion
Q2 2024 Jul 30, 2024	BUY	$455.1 - $504.28 $4,095 - $4,538	9 Added 0.18%	4,876 $2.44 Billion
Q1 2024 Apr 25, 2024	SELL	$429.43 - $481.35 $3,435 - $3,850	-8 Reduced 0.16%	4,867 $2.34 Billion
Q4 2023 Jan 18, 2024	SELL	$377.32 - $438.19 $36,977 - $42,942	-98 Reduced 1.97%	4,875 $2.13 Billion
Q2 2023 Jul 24, 2023	BUY	$371.44 - $407.28 $1.85 Million - $2.03 Million	4,973 New	4,973 $2.03 Billion

Others Institutions Holding VOO

# of Institutions

3,342

Shares Held

435M

Call Options Held

2.07M

Put Options Held

2.64M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Values Added Financial LLC Vanguard Index Fds S&P 500 ETF Transaction History