Graham Capital Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Graham Capital Wealth Management, LLC

$85.2 Million
Q4 2024

A detailed history of Graham Capital Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Graham Capital Wealth Management, LLC holds 839 shares of VOO stock, worth $432,848. This represents 0.53% of its overall portfolio holdings.

Number of Shares

839

Previous 486 72.63%

Holding current value

$432,848

Previous $256,000 76.56%

% of portfolio

0.53%

Previous 0.3%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$521.84 - $558.82 $184,209 - $197,263	353 Added 72.63%	839 $452,000
Q3 2024 Oct 24, 2024	BUY	$475.2 - $527.7 $14,731 - $16,358	31 Added 6.81%	486 $256,000
Q1 2024 Apr 23, 2024	BUY	$429.43 - $481.35 $176,495 - $197,834	411 Added 934.09%	455 $218,000
Q1 2024 Apr 22, 2024	BUY	$429.43 - $481.35 $18,894 - $21,179	44 New	44 $21,000

Others Institutions Holding VOO

# of Institutions

3,542

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

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 Graham Capital Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Graham Capital Wealth Management, LLC with notifications on news.

Account

Graham Capital Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History