National Wealth Management Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

National Wealth Management Group, LLC

$148 Billion
Q3 2024

A detailed history of National Wealth Management Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 975 shares of VOO stock, worth $533,783. This represents 0.35% of its overall portfolio holdings.

Number of Shares

975

Previous 1,114 12.48%

Holding current value

$533,783

Previous $557 Million 7.64%

% of portfolio

0.35%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$475.2 - $527.7 $66,052 - $73,350	-139 Reduced 12.48%	975 $515 Million
Q2 2024 Aug 09, 2024	SELL	$455.1 - $504.28 $839,659 - $930,396	-1,845 Reduced 62.35%	1,114 $557 Million
Q1 2024 May 17, 2024	BUY	$429.43 - $481.35 $38,648 - $43,321	90 Added 3.14%	2,959 $1.42 Billion
Q4 2023 Feb 01, 2024	BUY	$377.32 - $438.19 $218,090 - $253,273	578 Added 25.23%	2,869 $1.25 Billion
Q2 2023 Aug 09, 2023	BUY	$371.44 - $407.28 $12,628 - $13,847	34 Added 1.51%	2,291 $938 Million
Q1 2023 May 15, 2023	BUY	$348.66 - $382.94 $786,925 - $864,295	2,257 New	2,257 $853 Million
Q3 2022 Nov 17, 2023	SELL	$328.3 - $395.04 $13,788 - $16,591	-42 Reduced 1.83%	2,249 $738 Million

Others Institutions Holding VOO

# of Institutions

3,150

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
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National Wealth Management Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History