Jamison Private Wealth Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Jamison Private Wealth Management, Inc.

$677 Billion
Q4 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 1,271 shares of VOO stock, worth $714,696. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,271

Previous 1,206 5.39%

Holding current value

$714,696

Previous $636 Million 7.6%

% of portfolio

0.1%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$521.84 - $558.82 $33,919 - $36,323	65 Added 5.39%	1,271 $685 Million
Q3 2024 Oct 15, 2024	BUY	$475.2 - $527.7 $1,425 - $1,583	3 Added 0.25%	1,206 $636 Million
Q2 2024 Jul 11, 2024	BUY	$455.1 - $504.28 $29,126 - $32,273	64 Added 5.62%	1,203 $602 Million
Q1 2024 Apr 26, 2024	BUY	$429.43 - $481.35 $34,354 - $38,508	80 Added 7.55%	1,139 $548 Million
Q4 2023 Jan 17, 2024	SELL	$377.32 - $438.19 $26,035 - $30,235	-69 Reduced 6.12%	1,059 $463 Million
Q3 2023 Jan 05, 2024	BUY	$392.7 - $420.68 $442,965 - $474,527	1,128 New	1,128 $443 Million

Others Institutions Holding VOO

# of Institutions

3,498

Shares Held

476M

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

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Jamison Private Wealth Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History