Willner & Heller, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Willner & Heller, LLC

$124 Million
Q3 2025

A detailed history of Willner & Heller, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Willner & Heller, LLC holds 620 shares of VOO stock, worth $383,054. This represents 0.3% of its overall portfolio holdings.

Number of Shares

620

Previous 648 4.32%

Holding current value

$383,054

Previous $368,000 2.99%

% of portfolio

0.3%

Previous 0.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$567.77 - $614.76 $15,897 - $17,213	-28 Reduced 4.32%	620 $379,000
Q2 2025 Jul 21, 2025	SELL	$456.74 - $568.03 $18,269 - $22,721	-40 Reduced 5.81%	648 $368,000
Q1 2025 May 05, 2025	BUY	$507.05 - $563.67 $13,183 - $14,655	26 Added 3.93%	688 $353,000
Q4 2024 Jan 16, 2025	BUY	$521.84 - $558.82 $58,967 - $63,146	113 Added 20.58%	662 $356,000
Q3 2024 Oct 10, 2024	BUY	$475.2 - $527.7 $66,052 - $73,350	139 Added 33.9%	549 $289,000

Q2 2024 Jul 19, 2024	BUY	$455.1 - $504.28 $186,591 - $206,754	410 New	410 $205,000

Others Institutions Holding VOO

# of Institutions

3,882

Shares Held

546M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
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Willner & Heller, LLC Vanguard Index Fds S&P 500 ETF Transaction History