Wealth Dimensions Group, Ltd. Vanguard Index Fds S&P 500 ETF Transaction History

Wealth Dimensions Group, Ltd.

  • $408 Million
  • Q4 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 1,792 shares of VOO stock, worth $979,166. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,792
Previous 1,683 6.48%
Holding current value
$979,166
Previous $888,000 8.67%
% of portfolio
0.24%
Previous 0.23%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$521.84 - $558.82 $56,880 - $60,911
109 Added 6.48%
1,792 $965,000
Q3 2024

Nov 12, 2024
BUY
$475.2 - $527.7 $36,115 - $40,105
76 Added 4.73%
1,683 $888,000
Q2 2024

Aug 09, 2024
BUY
$455.1 - $504.28 $55,977 - $62,026
123 Added 8.29%
1,607 $803,000
Q1 2024

May 09, 2024
BUY
$429.43 - $481.35 $429 - $481
1 Added 0.07%
1,484 $713,000
Q4 2023

Feb 09, 2024
SELL
$377.32 - $438.19 $12,074 - $14,022
-32 Reduced 2.11%
1,483 $647,000
Q3 2023

Nov 14, 2023
BUY
$392.7 - $420.68 $392 - $420
1 Added 0.07%
1,515 $594,000
Q2 2023

Aug 14, 2023
SELL
$371.44 - $407.28 $371 - $407
-1 Reduced 0.07%
1,514 $616,000
Q1 2023

May 09, 2023
BUY
$348.66 - $382.94 $697 - $765
2 Added 0.13%
1,515 $569,000
Q4 2022

Feb 10, 2023
SELL
$327.64 - $374.54 $47,180 - $53,933
-144 Reduced 8.69%
1,513 $531,000
Q3 2022

Nov 10, 2022
BUY
$328.3 - $395.04 $328 - $395
1 Added 0.06%
1,657 $544,000
Q2 2022

Aug 05, 2022
BUY
$337.07 - $419.85 $78,200 - $97,405
232 Added 16.29%
1,656 $574,000
Q1 2022

May 04, 2022
BUY
$382.7 - $439.25 $382 - $439
1 Added 0.07%
1,424 $591,000
Q4 2021

Feb 04, 2022
BUY
$394.21 - $439.01 $788 - $878
2 Added 0.14%
1,423 $621,000
Q3 2021

Nov 03, 2021
BUY
$390.68 - $416.73 $19,924 - $21,253
51 Added 3.72%
1,421 $561,000
Q2 2021

Aug 12, 2021
BUY
$368.16 - $394.32 $10,308 - $11,040
28 Added 2.09%
1,370 $539,000
Q1 2021

May 13, 2021
BUY
$339.03 - $365.24 $1,356 - $1,460
4 Added 0.3%
1,342 $489,000
Q4 2020

Feb 17, 2021
BUY
$299.82 - $343.69 $401,159 - $459,857
1,338 New
1,338 $460,000

Others Institutions Holding VOO

# of Institutions
3,514
Shares Held
476M
Call Options Held
2.36M
Put Options Held
2.13M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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