Joel Adams & Associates, Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Joel Adams & Associates, Inc.
- $113 Billion
- Q2 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 33,232 shares of VOO stock, worth $19.5 Million. This represents 16.71% of its overall portfolio holdings.
Number of Shares
33,232
Previous 35,492
6.37%
Holding current value
$19.5 Million
Previous $18.2 Billion
3.49%
% of portfolio
16.71%
Previous 16.41%
Shares
3 transactions
Others Institutions Holding VOO
# of Institutions
3,703Shares Held
532MCall Options Held
2.14MPut Options Held
2.72M-
Vanguard Group Inc Valley Forge, PA34.5MShares$20.2 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY29.2MShares$17.1 Billion1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.7MShares$15.6 Billion5.31% of portfolio
-
Bank Of America Corp Charlotte, NC24.6MShares$14.4 Billion1.04% of portfolio
-
Morgan Stanley New York, NY23.9MShares$14 Billion0.9% of portfolio