Jessup Wealth Management, Inc Vanguard Index Fds S&P 500 ETF Transaction History

Jessup Wealth Management, Inc

$235 Billion
Q4 2024

A detailed history of Jessup Wealth Management, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 1,471 shares of VOO stock, worth $803,651. This represents 0.34% of its overall portfolio holdings.

Number of Shares

1,471

Previous 1,220 20.57%

Holding current value

$803,651

Previous $644 Million 23.18%

% of portfolio

0.34%

Previous 0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$521.84 - $558.82 $130,981 - $140,263	251 Added 20.57%	1,471 $793 Million
Q3 2024 Oct 09, 2024	SELL	$475.2 - $527.7 $938,995 - $1.04 Million	-1,976 Reduced 61.83%	1,220 $644 Million
Q2 2024 Jul 26, 2024	SELL	$455.1 - $504.28 $39,138 - $43,368	-86 Reduced 2.62%	3,196 $1.6 Billion
Q1 2024 Apr 15, 2024	BUY	$429.43 - $481.35 $154,594 - $173,286	360 Added 12.32%	3,282 $1.58 Billion
Q4 2023 Jan 12, 2024	BUY	$377.32 - $438.19 $868,967 - $1.01 Million	2,303 Added 372.05%	2,922 $1.28 Billion
Q3 2023 Oct 24, 2023	SELL	$392.7 - $420.68 $9,032 - $9,675	-23 Reduced 3.58%	619 $243 Million
Q2 2023 Jul 21, 2023	BUY	$371.44 - $407.28 $13,000 - $14,254	35 Added 5.77%	642 $262 Million
Q1 2023 Apr 26, 2023	BUY	$348.66 - $382.94 $9,065 - $9,956	26 Added 4.48%	607 $228 Million
Q4 2022 Jan 30, 2023	BUY	$327.64 - $374.54 $190,358 - $217,607	581 New	581 $204 Million

Others Institutions Holding VOO

# of Institutions

3,522

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

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Jessup Wealth Management, Inc Vanguard Index Fds S&P 500 ETF Transaction History