Moulton Wealth Management, Inc Vanguard Index Fds S&P 500 ETF Transaction History
Moulton Wealth Management, Inc
- $131 Million
- Q1 2025
A detailed history of Moulton Wealth Management, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 35,515 shares of VOO stock, worth $17.2 Million. This represents 13.9% of its overall portfolio holdings.
Number of Shares
35,515
Previous 34,637
2.53%
Holding current value
$17.2 Million
Previous $18.7 Million
2.73%
% of portfolio
13.9%
Previous 14.49%
Shares
21 transactions
Others Institutions Holding VOO
# of Institutions
3,558Shares Held
477MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$15.7 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$12.8 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$11.6 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$11.4 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$11.3 Billion7.64% of portfolio