Waterford Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Waterford Advisors, LLC
- $239 Million
- Q2 2024
A detailed history of Waterford Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Waterford Advisors, LLC holds 596 shares of VOO stock, worth $301,754. This represents 0.12% of its overall portfolio holdings.
Number of Shares
596
Previous 591
0.85%
Holding current value
$301,754
Previous $284,000
4.93%
% of portfolio
0.12%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding VOO
# of Institutions
2,996Shares Held
375MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$11.7 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$11.6 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$10.7 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.1 Billion0.78% of portfolio