Mbl Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Mbl Wealth, LLC

$833 Million
Q2 2024

A detailed history of Mbl Wealth, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Mbl Wealth, LLC holds 2,558 shares of VOO stock, worth $1.4 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,558

Previous 2,606 1.84%

Holding current value

$1.4 Million

Previous $1.25 Million 2.16%

% of portfolio

0.15%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$455.1 - $504.28 $21,844 - $24,205	-48 Reduced 1.84%	2,558 $1.28 Million
Q1 2024 Apr 22, 2024	BUY	$429.43 - $481.35 $577,153 - $646,934	1,344 Added 106.5%	2,606 $1.25 Million
Q4 2023 Jan 18, 2024	BUY	$377.32 - $438.19 $63,012 - $73,177	167 Added 15.25%	1,262 $551,000
Q3 2023 Oct 11, 2023	SELL	$392.7 - $420.68 $10,602 - $11,358	-27 Reduced 2.41%	1,095 $430,000
Q2 2023 Jul 17, 2023	SELL	$371.44 - $407.28 $24,143 - $26,473	-65 Reduced 5.48%	1,122 $456,000
Q1 2023 Apr 11, 2023	SELL	$348.66 - $382.94 $69,732 - $76,588	-200 Reduced 14.42%	1,187 $446,000
Q1 2022 May 02, 2022	BUY	$382.7 - $439.25 $530,804 - $609,239	1,387 New	1,387 $576,000

Others Institutions Holding VOO

# of Institutions

3,148

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 Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Account