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

Accurate Wealth Management, LLC

  • $352 Million
  • Q1 2024

A detailed history of Accurate Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 1,026 shares of VOO stock, worth $524,173. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,026
Holding current value
$524,173
% of portfolio
0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$429.43 - $481.35 $440,595 - $493,865
1,026 New
1,026 $493,000
Q2 2023

Jul 24, 2023
BUY
$371.44 - $407.28 $547,131 - $599,923
1,473 New
1,473 $599,000
Q4 2022

Jan 11, 2023
BUY
$343.59 - $374.54 $290,333 - $316,486
845 New
845 $0
Q2 2022

Aug 04, 2022
SELL
$337.07 - $419.85 $126,401 - $157,443
-375 Reduced 34.56%
710 $247,000
Q1 2022

May 10, 2022
BUY
$382.7 - $439.25 $32,912 - $37,775
86 Added 8.61%
1,085 $451,000
Q3 2021

Oct 22, 2021
BUY
$390.68 - $416.73 $11,329 - $12,085
29 Added 2.99%
999 $398,000
Q2 2021

Aug 25, 2021
BUY
$368.16 - $394.32 $357,115 - $382,490
970 New
970 $382,000

Others Institutions Holding VOO

# of Institutions
2,895
Shares Held
360M
Call Options Held
2.32M
Put Options Held
2.09M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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