A detailed history of United Asset Strategies, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, United Asset Strategies, Inc. holds 496 shares of VOO stock, worth $274,193. This represents 0.02% of its overall portfolio holdings.

Number of Shares
496
Previous 491 1.02%
Holding current value
$274,193
Previous $245,000 6.53%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$475.2 - $527.7 $2,376 - $2,638
5 Added 1.02%
496 $261,000
Q2 2024

Aug 01, 2024

SELL
$455.1 - $504.28 $9,102 - $10,085
-20 Reduced 3.91%
491 $245,000
Q1 2024

Apr 23, 2024

BUY
$429.43 - $481.35 $219,438 - $245,969
511 New
511 $245,000

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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