Worth Pointe, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Worth Pointe, LLC

$217 Million
Q2 2024

A detailed history of Worth Pointe, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Worth Pointe, LLC holds 23,213 shares of VOO stock, worth $12.1 Million. This represents 5.34% of its overall portfolio holdings.

Number of Shares

23,213

Holding current value

$12.1 Million

% of portfolio

5.34%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$455.1 - $504.28 $10.6 Million - $11.7 Million	23,213 New	23,213 $11.6 Million

Others Institutions Holding VOO

# of Institutions

3,061

Shares Held

383M

Call Options Held

1.17M

Put Options Held

1.02M

Vanguard Group Inc Valley Forge, PA

27.6M
Shares

$14.4 Billion
0.27% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$12.2 Billion
7.64% of portfolio
Bank Of America Corp Charlotte, NC

22.9M
Shares

$12 Billion
1.03% of portfolio
Jpmorgan Chase & CO New York, NY

21M
Shares

$11 Billion
0.93% of portfolio
Morgan Stanley New York, NY

19.9M
Shares

$10.4 Billion
0.78% of portfolio

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About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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