Xml Financial, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Xml Financial, LLC

  • $1.07 Billion
  • Q3 2024

A detailed history of Xml Financial, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Xml Financial, LLC holds 3,106 shares of VOO stock, worth $1.72 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,106
Previous 1,750 77.49%
Holding current value
$1.72 Million
Previous $875,000 87.2%
% of portfolio
0.15%
Previous 0.09%

Shares

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

Nov 01, 2024
BUY
$475.2 - $527.7 $644,371 - $715,561
1,356 Added 77.49%
3,106 $1.64 Million
Q2 2024

Jul 22, 2024
BUY
$455.1 - $504.28 $48,240 - $53,453
106 Added 6.45%
1,750 $875,000
Q1 2024

May 15, 2024
BUY
$429.43 - $481.35 $110,363 - $123,706
257 Added 18.53%
1,644 $790,000
Q4 2023

Feb 14, 2024
BUY
$377.32 - $438.19 $26,789 - $31,111
71 Added 5.4%
1,387 $605,000
Q3 2023

Nov 06, 2023
BUY
$392.7 - $420.68 $27,489 - $29,447
70 Added 5.62%
1,316 $516,000
Q2 2023

Aug 07, 2023
BUY
$371.44 - $407.28 $35,286 - $38,691
95 Added 8.25%
1,246 $507,000
Q1 2023

May 15, 2023
BUY
$348.66 - $382.94 $19,873 - $21,827
57 Added 5.21%
1,151 $432,000
Q4 2022

Feb 09, 2023
SELL
$327.64 - $374.54 $93,049 - $106,369
-284 Reduced 20.61%
1,094 $384,000
Q3 2022

Nov 04, 2022
BUY
$328.3 - $395.04 $452,397 - $544,365
1,378 New
1,378 $453,000
Q2 2022

Aug 01, 2022
SELL
$337.07 - $419.85 $332,351 - $413,972
-986 Closed
0 $0
Q1 2022

May 02, 2022
SELL
$382.7 - $439.25 $34,825 - $39,971
-91 Reduced 8.45%
986 $409,000
Q4 2021

Feb 01, 2022
BUY
$394.21 - $439.01 $47,305 - $52,681
120 Added 12.54%
1,077 $470,000
Q3 2021

Nov 01, 2021
BUY
$390.68 - $416.73 $373,880 - $398,810
957 New
957 $377,000

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

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Xml Financial, LLC Portfolio

Follow Xml Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Xml Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xml Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email