Caliber Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Caliber Wealth Management, LLC
- $188 Million
- Q1 2024
A detailed history of Caliber Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 721 shares of VOO stock, worth $392,973. This represents 0.18% of its overall portfolio holdings.
Number of Shares
721
Previous 632
14.08%
Holding current value
$392,973
Previous $276,000
25.36%
% of portfolio
0.18%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding VOO
# of Institutions
3,155Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.4 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13 Billion1.04% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.8 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.7 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$12 Billion0.86% of portfolio