A detailed history of Encompass Wealth Advisors, LLC transactions in Vanguard S&P 500 Value ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 11,524 shares of VOOV stock, worth $2.16 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
11,524
Previous 10,538 9.36%
Holding current value
$2.16 Million
Previous $1.85 Million 18.63%
% of portfolio
0.79%
Previous 0.7%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$175.0 - $190.72 $172,550 - $188,049
986 Added 9.36%
11,524 $2.2 Million
Q2 2024

Aug 08, 2024

BUY
$170.84 - $180.49 $104,041 - $109,918
609 Added 6.13%
10,538 $1.85 Million
Q1 2024

May 10, 2024

BUY
$165.39 - $180.47 $15,546 - $16,964
94 Added 0.96%
9,929 $1.79 Million
Q4 2023

Feb 13, 2024

BUY
$142.76 - $168.38 $453,405 - $534,774
3,176 Added 47.69%
9,835 $1.65 Million
Q3 2023

Nov 07, 2023

BUY
$148.69 - $161.15 $341,540 - $370,161
2,297 Added 52.66%
6,659 $990,000
Q2 2023

Aug 09, 2023

BUY
$144.66 - $155.93 $119,633 - $128,954
827 Added 23.39%
4,362 $679,000
Q1 2023

May 04, 2023

BUY
$139.24 - $154.09 $157,062 - $173,813
1,128 Added 46.86%
3,535 $518,000
Q1 2022

Apr 28, 2022

BUY
$142.52 - $153.78 $142 - $153
1 Added 0.04%
2,407 $0
Q1 2021

May 25, 2021

BUY
$121.71 - $137.66 $292,834 - $331,209
2,406 New
2,406 $343,000
Q4 2020

Mar 09, 2021

SELL
$106.35 - $123.99 $255,878 - $298,319
-2,406 Closed
0 $0
Q4 2020

Mar 09, 2021

BUY
$106.35 - $123.99 $255,878 - $298,319
2,406 New
2,406 $298,000

Others Institutions Holding VOOV

About VANGUARD S&P 500 VALUE ETF


  • Ticker VOOV
  • Sector ETFs
  • Industry ETFs
More about VOOV
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