National Wealth Management Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

National Wealth Management Group, LLC

$148 Billion
Q3 2024

A detailed history of National Wealth Management Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 975 shares of VOO stock, worth $532,467. This represents 0.35% of its overall portfolio holdings.

Number of Shares

975

Previous 1,114 12.48%

Holding current value

$532,467

Previous $557 Million 7.64%

% of portfolio

0.35%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$475.2 - $527.7 $66,052 - $73,350	-139 Reduced 12.48%	975 $515 Million
Q2 2024 Aug 09, 2024	SELL	$455.1 - $504.28 $839,659 - $930,396	-1,845 Reduced 62.35%	1,114 $557 Million
Q1 2024 May 17, 2024	BUY	$429.43 - $481.35 $38,648 - $43,321	90 Added 3.14%	2,959 $1.42 Billion
Q4 2023 Feb 01, 2024	BUY	$377.32 - $438.19 $218,090 - $253,273	578 Added 25.23%	2,869 $1.25 Billion
Q2 2023 Aug 09, 2023	BUY	$371.44 - $407.28 $12,628 - $13,847	34 Added 1.51%	2,291 $938 Million
Q1 2023 May 15, 2023	BUY	$348.66 - $382.94 $786,925 - $864,295	2,257 New	2,257 $853 Million
Q3 2022 Nov 17, 2023	SELL	$328.3 - $395.04 $13,788 - $16,591	-42 Reduced 1.83%	2,249 $738 Million

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Account

National Wealth Management Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History