A detailed history of Jamison Private Wealth Management, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 1,203 shares of VOO stock, worth $633,559. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,203
Previous 1,139 5.62%
Holding current value
$633,559
Previous $548 Million 9.89%
% of portfolio
0.1%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024

BUY
$455.1 - $504.28 $29,126 - $32,273
64 Added 5.62%
1,203 $602 Million
Q1 2024

Apr 26, 2024

BUY
$429.43 - $481.35 $34,354 - $38,508
80 Added 7.55%
1,139 $548 Million
Q4 2023

Jan 17, 2024

SELL
$377.32 - $438.19 $26,035 - $30,235
-69 Reduced 6.12%
1,059 $463 Million
Q3 2023

Jan 05, 2024

BUY
$392.7 - $420.68 $442,965 - $474,527
1,128 New
1,128 $443 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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