Mc Kinley Carter Wealth Services, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.56 Billion
  • Q1 2025

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 8,501 shares of VOO stock, worth $4.18 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
8,501
Previous 5,303 60.31%
Holding current value
$4.18 Million
Previous $2.86 Million 52.08%
% of portfolio
0.28%
Previous 0.18%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$507.05 - $563.67 $1.62 Million - $1.8 Million
3,198 Added 60.31%
8,501 $4.35 Million
Q4 2024

Jan 22, 2025
BUY
$521.84 - $558.82 $418,515 - $448,173
802 Added 17.82%
5,303 $2.86 Million
Q3 2024

Oct 15, 2024
BUY
$475.2 - $527.7 $158,716 - $176,251
334 Added 8.02%
4,501 $2.38 Million
Q2 2024

Aug 09, 2024
BUY
$455.1 - $504.28 $58,707 - $65,052
129 Added 3.19%
4,167 $2.08 Million
Q1 2024

Apr 26, 2024
BUY
$429.43 - $481.35 $25,765 - $28,881
60 Added 1.51%
4,038 $1.94 Million
Q4 2023

Feb 07, 2024
BUY
$377.32 - $438.19 $19,997 - $23,224
53 Added 1.35%
3,978 $1.74 Million
Q3 2023

Oct 13, 2023
BUY
$392.7 - $420.68 $58,119 - $62,260
148 Added 3.92%
3,925 $1.54 Million
Q2 2023

Aug 02, 2023
BUY
$371.44 - $407.28 $294,180 - $322,565
792 Added 26.53%
3,777 $1.54 Million
Q1 2023

Apr 24, 2023
BUY
$348.66 - $382.94 $120,985 - $132,880
347 Added 13.15%
2,985 $1.12 Million
Q4 2022

Feb 07, 2023
BUY
$327.64 - $374.54 $434,778 - $497,014
1,327 Added 101.22%
2,638 $926,000
Q3 2022

Oct 24, 2022
BUY
$328.3 - $395.04 $80,105 - $96,389
244 Added 22.87%
1,311 $430,000
Q2 2022

Jul 15, 2022
SELL
$337.07 - $419.85 $58,650 - $73,053
-174 Reduced 14.02%
1,067 $370,000
Q1 2022

Apr 27, 2022
SELL
$382.7 - $439.25 $751,622 - $862,687
-1,964 Reduced 61.28%
1,241 $515,000
Q4 2021

Feb 07, 2022
BUY
$394.21 - $439.01 $651,629 - $725,683
1,653 Added 106.51%
3,205 $1.4 Million
Q3 2021

Nov 03, 2021
SELL
$390.68 - $416.73 $51,960 - $55,425
-133 Reduced 7.89%
1,552 $612,000
Q2 2021

Aug 12, 2021
SELL
$368.16 - $394.32 $124,069 - $132,885
-337 Reduced 16.67%
1,685 $663,000
Q1 2021

Apr 30, 2021
SELL
$339.03 - $365.24 $119,338 - $128,564
-352 Reduced 14.83%
2,022 $737,000
Q4 2020

Feb 16, 2021
BUY
$299.82 - $343.69 $532,780 - $610,737
1,777 Added 297.65%
2,374 $816,000
Q4 2020

Feb 12, 2021
BUY
$299.82 - $343.69 $178,992 - $205,182
597 New
597 $205,000
Q1 2020

May 01, 2020
SELL
$204.27 - $310.92 $145,440 - $221,375
-712 Closed
0 $0
Q4 2019

Jan 23, 2020
BUY
$264.57 - $296.67 $188,373 - $211,229
712 New
712 $211,000
Q2 2018

Dec 07, 2018
SELL
$236.48 - $256.33 $151,820 - $164,563
-642 Closed
0 $0
Q1 2018

May 17, 2018
BUY
$236.79 - $263.36 $152,019 - $169,077
642 New
642 $155,000

Others Institutions Holding VOO

# of Institutions
3,559
Shares Held
477M
Call Options Held
2.36M
Put Options Held
2.13M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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