Defined Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Defined Wealth Management, LLC
- $148 Million
- Q3 2024
A detailed history of Defined Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Defined Wealth Management, LLC holds 17,765 shares of VOO stock, worth $9.48 Million. This represents 6.33% of its overall portfolio holdings.
Number of Shares
17,765
Previous 17,367
2.29%
Holding current value
$9.48 Million
Previous $8.69 Million
7.93%
% of portfolio
6.33%
Previous 6.2%
Shares
9 transactions
Others Institutions Holding VOO
# of Institutions
3,161Shares Held
387MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$12.8 Billion1.03% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.5 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.5 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$11.8 Billion0.86% of portfolio