Vestia Personal Wealth Advisors Vanguard Index Fds S&P 500 ETF Transaction History
Vestia Personal Wealth Advisors
- $126 Billion
- Q1 2025
A detailed history of Vestia Personal Wealth Advisors transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 7,768 shares of VOO stock, worth $4.35 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
7,768
Previous 7,330
5.98%
Holding current value
$4.35 Million
Previous $3.95 Billion
1.07%
% of portfolio
3.16%
Previous 3.25%
Shares
4 transactions
Others Institutions Holding VOO
# of Institutions
3,639Shares Held
526MCall Options Held
2.1MPut Options Held
1.61M-
Afbi LP Miami Beach, FL39.9MShares$22.3 Billion100.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA34.5MShares$19.3 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY29.2MShares$16.4 Billion1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.7MShares$14.9 Billion5.31% of portfolio
-
Bank Of America Corp Charlotte, NC24.6MShares$13.7 Billion1.04% of portfolio