A detailed history of Private Wealth Management Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 489 shares of VOO stock, worth $269,805. This represents 0.1% of its overall portfolio holdings.

Number of Shares
489
Previous 254 92.52%
Holding current value
$269,805
Previous $134 Million 96.66%
% of portfolio
0.1%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025

BUY
$521.84 - $558.82 $122,632 - $131,322
235 Added 92.52%
489 $263 Million
Q3 2024

Oct 29, 2024

SELL
$475.2 - $527.7 $95,515 - $106,067
-201 Reduced 44.18%
254 $134 Million
Q2 2024

Aug 13, 2024

BUY
$455.1 - $504.28 $207,070 - $229,447
455 New
455 $227 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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