Wealth Effects LLC Vanguard Index Fds S&P 500 ETF Transaction History

Wealth Effects LLC

  • $255 Million
  • Q4 2024

A detailed history of Wealth Effects LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wealth Effects LLC holds 3,253 shares of VOO stock, worth $1.82 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
3,253
Previous 3,315 1.87%
Holding current value
$1.82 Million
Previous $1.75 Million 0.17%
% of portfolio
0.69%
Previous 0.69%

Shares

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

Jan 22, 2025
SELL
$521.84 - $558.82 $32,354 - $34,646
-62 Reduced 1.87%
3,253 $1.75 Million
Q3 2024

Oct 21, 2024
BUY
$475.2 - $527.7 $8,553 - $9,498
18 Added 0.55%
3,315 $1.75 Million
Q2 2024

Aug 02, 2024
BUY
$455.1 - $504.28 $9,102 - $10,085
20 Added 0.61%
3,297 $1.65 Million
Q1 2024

Apr 22, 2024
SELL
$429.43 - $481.35 $13,312 - $14,921
-31 Reduced 0.94%
3,277 $1.58 Million
Q4 2023

Jan 29, 2024
BUY
$377.32 - $438.19 $9,055 - $10,516
24 Added 0.73%
3,308 $1.44 Million
Q3 2023

Oct 16, 2023
BUY
$392.7 - $420.68 $48,694 - $52,164
124 Added 3.92%
3,284 $1.29 Million
Q2 2023

Jul 18, 2023
BUY
$371.44 - $407.28 $112,546 - $123,405
303 Added 10.61%
3,160 $1.29 Million
Q1 2023

May 04, 2023
BUY
$348.66 - $382.94 $20,570 - $22,593
59 Added 2.11%
2,857 $1.07 Million
Q4 2022

Feb 02, 2023
BUY
$327.64 - $374.54 $99,274 - $113,485
303 Added 12.14%
2,798 $983,000
Q3 2022

Nov 14, 2022
BUY
$328.3 - $395.04 $21,011 - $25,282
64 Added 2.63%
2,495 $819,000
Q2 2022

Aug 03, 2022
BUY
$337.07 - $419.85 $67,414 - $83,970
200 Added 8.96%
2,431 $843,000
Q1 2022

May 16, 2022
BUY
$382.7 - $439.25 $122,846 - $140,999
321 Added 16.81%
2,231 $926,000
Q4 2021

Feb 09, 2022
BUY
$394.21 - $439.01 $752,941 - $838,509
1,910 New
1,910 $834,000

Others Institutions Holding VOO

# of Institutions
3,490
Shares Held
475M
Call Options Held
2.42M
Put Options Held
2.15M
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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