Mbl Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Mbl Wealth, LLC

$866 Million
Q3 2024

A detailed history of Mbl Wealth, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Mbl Wealth, LLC holds 2,542 shares of VOO stock, worth $1.39 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,542

Previous 2,558 0.63%

Holding current value

$1.39 Million

Previous $1.28 Million 4.85%

% of portfolio

0.15%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Jan 08, 2025	SELL	$475.2 - $527.7 $7,603 - $8,443	-16 Reduced 0.63%	2,542 $1.34 Million
Q2 2024 Jul 19, 2024	SELL	$455.1 - $504.28 $21,844 - $24,205	-48 Reduced 1.84%	2,558 $1.28 Million
Q1 2024 Apr 22, 2024	BUY	$429.43 - $481.35 $577,153 - $646,934	1,344 Added 106.5%	2,606 $1.25 Million
Q4 2023 Jan 18, 2024	BUY	$377.32 - $438.19 $63,012 - $73,177	167 Added 15.25%	1,262 $551,000
Q3 2023 Oct 11, 2023	SELL	$392.7 - $420.68 $10,602 - $11,358	-27 Reduced 2.41%	1,095 $430,000
Q2 2023 Jul 17, 2023	SELL	$371.44 - $407.28 $24,143 - $26,473	-65 Reduced 5.48%	1,122 $456,000
Q1 2023 Apr 11, 2023	SELL	$348.66 - $382.94 $69,732 - $76,588	-200 Reduced 14.42%	1,187 $446,000
Q1 2022 May 02, 2022	BUY	$382.7 - $439.25 $530,804 - $609,239	1,387 New	1,387 $576,000

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

More about VOO

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