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

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 9,560 shares of VOO stock, worth $5.18 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares
9,560
Previous 2,529 278.02%
Holding current value
$5.18 Million
Previous $1.36 Billion 260.55%
% of portfolio
2.89%
Previous 0.92%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$507.05 - $563.67 $3.57 Million - $3.96 Million
7,031 Added 278.02%
9,560 $4.91 Billion
Q4 2024

Mar 07, 2025
BUY
$521.84 - $558.82 $1.32 Million - $1.41 Million
2,529 New
2,529 $1.36 Billion

Others Institutions Holding VOO

# of Institutions
3,636
Shares Held
526M
Call Options Held
2.1M
Put Options Held
1.61M
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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