Wealth Management Resources, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Wealth Management Resources, Inc.

$250 Million
Q3 2024

A detailed history of Wealth Management Resources, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 3,779 shares of VOO stock, worth $2.09 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

3,779

Previous 3,203 17.98%

Holding current value

$2.09 Million

Previous $1.6 Million 24.55%

% of portfolio

0.8%

Previous 0.69%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$475.2 - $527.7 $273,715 - $303,955	576 Added 17.98%	3,779 $1.99 Million
Q2 2024 Jul 17, 2024	BUY	$455.1 - $504.28 $483,771 - $536,049	1,063 Added 49.67%	3,203 $1.6 Million
Q1 2024 Apr 19, 2024	SELL	$429.43 - $481.35 $216,432 - $242,600	-504 Reduced 19.06%	2,140 $1.03 Million
Q4 2023 Jan 19, 2024	BUY	$377.32 - $438.19 $79,614 - $92,458	211 Added 8.67%	2,644 $1.15 Million
Q2 2023 Jul 11, 2023	BUY	$371.44 - $407.28 $607,304 - $665,902	1,635 Added 204.89%	2,433 $990,000
Q1 2023 Apr 10, 2023	SELL	$348.66 - $382.94 $427,108 - $469,101	-1,225 Reduced 60.55%	798 $300,000
Q4 2021 Feb 10, 2022	BUY	$394.21 - $439.01 $797,486 - $888,117	2,023 New	2,023 $883,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Resources, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Resources, Inc. with notifications on news.

Account

Wealth Management Resources, Inc. Vanguard Index Fds S&P 500 ETF Transaction History