Investmark Advisory Group LLC Vanguard Index Fds S&P 500 ETF Transaction History

Investmark Advisory Group LLC

$202 Million
Q3 2024

A detailed history of Investmark Advisory Group LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Investmark Advisory Group LLC holds 1,323 shares of VOO stock, worth $739,570. This represents 0.35% of its overall portfolio holdings.

Number of Shares

1,323

Previous 1,318 0.38%

Holding current value

$739,570

Previous $659,000 5.92%

% of portfolio

0.35%

Previous 0.36%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$475.2 - $527.7 $2,376 - $2,638	5 Added 0.38%	1,323 $698,000
Q2 2024 Aug 14, 2024	SELL	$455.1 - $504.28 $910 - $1,008	-2 Reduced 0.15%	1,318 $659,000
Q1 2024 May 17, 2024	BUY	$429.43 - $481.35 $2,147 - $2,406	5 Added 0.38%	1,320 $634,000
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $496,175 - $576,219	1,315 New	1,315 $574,000
Q4 2021 May 03, 2022	BUY	$394.21 - $439.01 $61,890 - $68,924	157 New	157 $68,000

Others Institutions Holding VOO

# of Institutions

3,215

Shares Held

390M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Investmark Advisory Group LLC Vanguard Index Fds S&P 500 ETF Transaction History