Walkner Condon Financial Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Walkner Condon Financial Advisors LLC

$480 Million
Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 28,546 shares of VOO stock, worth $15.8 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares

28,546

Previous 28,958 1.42%

Holding current value

$15.8 Million

Previous $15.3 Million 0.65%

% of portfolio

3.21%

Previous 3.16%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$521.84 - $558.82 $214,998 - $230,233	-412 Reduced 1.42%	28,546 $15.4 Million
Q3 2024 Oct 31, 2024	BUY	$475.2 - $527.7 $1.2 Million - $1.33 Million	2,525 Added 9.55%	28,958 $15.3 Million
Q2 2024 Jul 26, 2024	SELL	$455.1 - $504.28 $500,154 - $554,203	-1,099 Reduced 3.99%	26,433 $13.2 Million
Q1 2024 Apr 22, 2024	BUY	$429.43 - $481.35 $429,000 - $480,868	999 Added 3.77%	27,532 $13.2 Million
Q4 2023 Jan 23, 2024	BUY	$377.32 - $438.19 $911,605 - $1.06 Million	2,416 Added 10.02%	26,533 $11.6 Million
Q3 2023 Oct 19, 2023	BUY	$392.7 - $420.68 $173,573 - $185,940	442 Added 1.87%	24,117 $9.47 Million
Q2 2023 Jul 21, 2023	BUY	$371.44 - $407.28 $144,490 - $158,431	389 Added 1.67%	23,675 $9.64 Million
Q1 2023 Apr 20, 2023	BUY	$348.66 - $382.94 $151,667 - $166,578	435 Added 1.9%	23,286 $8.76 Million
Q4 2022 Jan 25, 2023	BUY	$327.64 - $374.54 $283,408 - $323,977	865 Added 3.93%	22,851 $0
Q3 2022 Oct 28, 2022	BUY	$328.3 - $395.04 $622,785 - $749,390	1,897 Added 9.44%	21,986 $7.22 Million
Q2 2022 Aug 04, 2022	BUY	$337.07 - $419.85 $348,193 - $433,705	1,033 Added 5.42%	20,089 $6.97 Million
Q1 2022 May 03, 2022	SELL	$382.7 - $439.25 $1.13 Million - $1.29 Million	-2,945 Reduced 13.39%	19,056 $7.91 Billion
Q4 2021 Feb 11, 2022	BUY	$394.21 - $439.01 $83,966 - $93,509	213 Added 0.98%	22,001 $9.6 Million
Q3 2021 Nov 04, 2021	BUY	$390.68 - $416.73 $234,017 - $249,621	599 Added 2.83%	21,788 $8.6 Million
Q2 2021 Aug 10, 2021	BUY	$368.16 - $394.32 $729,693 - $781,542	1,982 Added 10.32%	21,189 $8.35 Million
Q1 2021 Apr 13, 2021	BUY	$339.03 - $365.24 $710,945 - $765,908	2,097 Added 12.26%	19,207 $7 Million
Q4 2020 Jan 12, 2021	BUY	$299.82 - $343.69 $2.47 Million - $2.83 Million	8,223 Added 92.53%	17,110 $5.88 Million
Q3 2020 Nov 10, 2020	BUY	$285.37 - $328.74 $2.54 Million - $2.92 Million	8,887 New	8,887 $2.73 Million

Others Institutions Holding VOO

# of Institutions

3,275

Shares Held

406M

Call Options Held

2.08M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Walkner Condon Financial Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History