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

Pb Mares Wealth Management LLC

$483 Million
Q4 2024

A detailed history of Pb Mares Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 3,155 shares of VOO stock, worth $1.75 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

3,155

Previous 3,109 1.48%

Holding current value

$1.75 Million

Previous $1.64 Million 3.6%

% of portfolio

0.35%

Previous 0.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$521.84 - $558.82 $24,004 - $25,705	46 Added 1.48%	3,155 $1.7 Million
Q3 2024 Oct 25, 2024	BUY	$475.2 - $527.7 $224,294 - $249,074	472 Added 17.9%	3,109 $1.64 Million
Q2 2024 Jul 22, 2024	SELL	$455.1 - $504.28 $7,736 - $8,572	-17 Reduced 0.64%	2,637 $1.32 Million
Q1 2024 Apr 29, 2024	BUY	$429.43 - $481.35 $480,532 - $538,630	1,119 Added 72.9%	2,654 $1.28 Million
Q4 2023 Jan 26, 2024	BUY	$377.32 - $438.19 $579,186 - $672,621	1,535 New	1,535 $670,000
Q1 2020 Apr 17, 2020	SELL	$204.27 - $310.92 $415,485 - $632,411	-2,034 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$264.57 - $296.67 $538,135 - $603,426	2,034 New	2,034 $602,000

Others Institutions Holding VOO

# of Institutions

3,284

Shares Held

406M

Call Options Held

2.08M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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