Wipfli Financial Advisors Llc, Vanguard Index Fds S&P 500 ETF Transaction History

Wipfli Financial Advisors Llc,

$1.42 Billion
Q3 2022

A detailed history of Wipfli Financial Advisors Llc, transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 4,304 shares of VOO stock, worth $2.38 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,304

Previous 2,231 92.92%

Holding current value

$2.38 Million

Previous $773,000 83.57%

% of portfolio

0.1%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 26, 2022	BUY	$328.3 - $395.04 $680,565 - $818,917	2,073 Added 92.92%	4,304 $1.42 Million
Q2 2022 Jul 07, 2022	SELL	$337.07 - $419.85 $402,461 - $501,300	-1,194 Reduced 34.86%	2,231 $773,000
Q1 2022 Apr 22, 2022	BUY	$382.7 - $439.25 $320,702 - $368,091	838 Added 32.39%	3,425 $1.42 Million
Q4 2021 Jan 28, 2022	BUY	$394.21 - $439.01 $612,602 - $682,221	1,554 Added 150.44%	2,587 $1.13 Million
Q3 2021 Oct 13, 2021	SELL	$390.68 - $416.73 $28,128 - $30,004	-72 Reduced 6.52%	1,033 $407,000
Q2 2021 Jul 29, 2021	SELL	$368.16 - $394.32 $208,010 - $222,790	-565 Reduced 33.83%	1,105 $434,000
Q1 2021 May 06, 2021	BUY	$339.03 - $365.24 $45,769 - $49,307	135 Added 8.79%	1,670 $608,000
Q4 2020 Feb 02, 2021	BUY	$299.82 - $343.69 $460,223 - $527,564	1,535 New	1,535 $527,000

Others Institutions Holding VOO

# of Institutions

3,342

Shares Held

435M

Call Options Held

2.07M

Put Options Held

2.64M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wipfli Financial Advisors Llc,, based on Form 13F filings with the SEC.

News

Stay updated on Wipfli Financial Advisors Llc, with notifications on news.

Account

Wipfli Financial Advisors Llc, Vanguard Index Fds S&P 500 ETF Transaction History