Wealthstream Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Wealthstream Advisors, Inc.

$519 Million
Q4 2024

A detailed history of Wealthstream Advisors, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 6,438 shares of VOO stock, worth $3.58 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

6,438

Previous 6,179 4.19%

Holding current value

$3.58 Million

Previous $3.26 Million 6.38%

% of portfolio

0.67%

Previous 0.65%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$521.84 - $558.82 $135,156 - $144,734	259 Added 4.19%	6,438 $3.47 Million
Q3 2024 Nov 06, 2024	BUY	$475.2 - $527.7 $8,078 - $8,970	17 Added 0.28%	6,179 $3.26 Million
Q1 2024 May 08, 2024	BUY	$429.43 - $481.35 $858 - $962	2 Added 0.03%	6,162 $2.96 Million
Q4 2023 Feb 12, 2024	BUY	$377.32 - $438.19 $682,571 - $792,685	1,809 Added 41.58%	6,160 $2.69 Million
Q3 2023 Nov 06, 2023	SELL	$392.7 - $420.68 $32,201 - $34,495	-82 Reduced 1.85%	4,351 $1.71 Million
Q1 2023 May 02, 2023	BUY	$348.66 - $382.94 $4,183 - $4,595	12 Added 0.27%	4,433 $1.67 Million
Q4 2022 Feb 02, 2023	BUY	$327.64 - $374.54 $9,173 - $10,487	28 Added 0.64%	4,421 $1.55 Million
Q3 2022 Oct 28, 2022	BUY	$328.3 - $395.04 $53,841 - $64,786	164 Added 3.88%	4,393 $1.44 Million
Q1 2022 May 10, 2022	BUY	$382.7 - $439.25 $3,444 - $3,953	9 Added 0.21%	4,229 $1.76 Million
Q4 2021 Feb 09, 2022	BUY	$394.21 - $439.01 $1.66 Million - $1.85 Million	4,220 New	4,220 $1.84 Million

Others Institutions Holding VOO

# of Institutions

3,301

Shares Held

442M

Call Options Held

2.08M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Wealthstream Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History