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

Navis Wealth Advisors, LLC

  • $90.8 Million
  • Q3 2024

A detailed history of Navis Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 16,649 shares of VOO stock, worth $8.9 Million. This represents 9.67% of its overall portfolio holdings.

Number of Shares
16,649
Previous 16,649 -0.0%
Holding current value
$8.9 Million
Previous $8.33 Million 5.51%
% of portfolio
9.67%
Previous 9.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024
BUY
$377.32 - $438.19 $377 - $438
1 Added 0.01%
16,649 $7.27 Million
Q1 2023

May 11, 2023
BUY
$348.66 - $382.94 $609,457 - $669,379
1,748 Added 11.73%
16,648 $6.26 Million
Q3 2022

Oct 26, 2022
SELL
$328.3 - $395.04 $4,596 - $5,530
-14 Reduced 0.09%
14,900 $4.89 Million
Q2 2022

Aug 09, 2022
BUY
$337.07 - $419.85 $4,718 - $5,877
14 Added 0.09%
14,914 $5.17 Million
Q4 2020

Mar 04, 2021
BUY
$299.82 - $343.69 $4.47 Million - $5.12 Million
14,900 New
14,900 $5.12 Million

Others Institutions Holding VOO

# of Institutions
3,048
Shares Held
383M
Call Options Held
1.16M
Put Options Held
1.02M
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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