Brown Miller Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Brown Miller Wealth Management, LLC

$257 Million
Q3 2024

A detailed history of Brown Miller Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Brown Miller Wealth Management, LLC holds 423 shares of VOO stock, worth $233,842. This represents 0.09% of its overall portfolio holdings.

Number of Shares

423

Previous 472 10.38%

Holding current value

$233,842

Previous $236,000 5.51%

% of portfolio

0.09%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	SELL	$475.2 - $527.7 $23,284 - $25,857	-49 Reduced 10.38%	423 $223,000
Q1 2024 Apr 17, 2024	SELL	$429.43 - $481.35 $37,789 - $42,358	-88 Reduced 15.71%	472 $226,000
Q4 2023 Jan 18, 2024	BUY	$377.32 - $438.19 $211,299 - $245,386	560 New	560 $245,000
Q2 2022 Jul 18, 2022	SELL	$337.07 - $419.85 $162,804 - $202,787	-483 Closed	0 $0
Q1 2022 Apr 14, 2022	BUY	$382.7 - $439.25 $382 - $439	1 Added 0.21%	483 $201,000
Q4 2021 Jan 25, 2022	BUY	$394.21 - $439.01 $190,009 - $211,602	482 New	482 $210,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Brown Miller Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History