Palumbo Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History

Palumbo Wealth Management LLC

$259 Million
Q4 2024

A detailed history of Palumbo Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 579 shares of VOO stock, worth $298,711. This represents 0.12% of its overall portfolio holdings.

Number of Shares

579

Previous 597 3.02%

Holding current value

$298,711

Previous $315,000 1.27%

% of portfolio

0.12%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$521.84 - $558.82 $9,393 - $10,058	-18 Reduced 3.02%	579 $311,000
Q3 2024 Oct 28, 2024	BUY	$475.2 - $527.7 $10,454 - $11,609	22 Added 3.83%	597 $315,000
Q1 2024 Apr 15, 2024	BUY	$429.43 - $481.35 $429 - $481	1 Added 0.17%	575 $276,000
Q4 2023 Jan 22, 2024	BUY	$377.32 - $438.19 $1,131 - $1,314	3 Added 0.53%	574 $250,000
Q3 2023 Oct 16, 2023	BUY	$392.7 - $420.68 $392 - $420	1 Added 0.18%	571 $224,000
Q2 2023 Jul 26, 2023	SELL	$371.44 - $407.28 $29,715 - $32,582	-80 Reduced 12.31%	570 $232,000
Q1 2023 May 04, 2023	BUY	$348.66 - $382.94 $348 - $382	1 Added 0.15%	650 $244,000
Q4 2022 Feb 13, 2023	BUY	$327.64 - $374.54 $212,638 - $243,076	649 New	649 $228,000

Others Institutions Holding VOO

# of Institutions

3,539

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
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Palumbo Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History