A detailed history of All Square Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, All Square Wealth Management LLC holds 256 shares of VOO stock, worth $133,813. This represents 0.08% of its overall portfolio holdings.

Number of Shares
256
Previous 235 8.94%
Holding current value
$133,813
Previous $112,000 14.29%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Aug 12, 2024

BUY
$455.1 - $504.28 $9,557 - $10,589
21 Added 8.94%
256 $128,000
Q4 2023

Feb 14, 2024

BUY
$377.32 - $438.19 $26,412 - $30,673
70 Added 42.42%
235 $102,000
Q2 2023

Aug 08, 2023

SELL
$371.44 - $407.28 $11,143 - $12,218
-30 Reduced 15.38%
165 $67,000
Q1 2023

May 02, 2023

BUY
$348.66 - $382.94 $4,183 - $4,595
12 Added 6.56%
195 $73,000
Q1 2022

May 04, 2022

SELL
$382.7 - $439.25 $7,654 - $8,785
-20 Reduced 9.85%
183 $76,000
Q2 2018

Aug 14, 2018

BUY
$236.48 - $256.33 $48,005 - $52,034
203 New
203 $51,000

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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