Atlantic Edge Private Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Atlantic Edge Private Wealth Management, LLC

$323 Billion
Q4 2024

A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 3,307 shares of VOO stock, worth $1.81 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

3,307

Previous 2,197 50.52%

Holding current value

$1.81 Million

Previous $1.16 Billion 53.7%

% of portfolio

0.55%

Previous 0.35%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$521.84 - $558.82 $579,242 - $620,290	1,110 Added 50.52%	3,307 $1.78 Billion
Q3 2024 Nov 06, 2024	SELL	$475.2 - $527.7 $578,318 - $642,210	-1,217 Reduced 35.65%	2,197 $1.16 Billion
Q2 2024 Jul 26, 2024	BUY	$455.1 - $504.28 $170,662 - $189,105	375 Added 12.34%	3,414 $1.71 Billion
Q1 2024 May 08, 2024	BUY	$429.43 - $481.35 $197,537 - $221,421	460 Added 17.84%	3,039 $1.46 Billion
Q4 2023 Feb 08, 2024	BUY	$377.32 - $438.19 $973,108 - $1.13 Million	2,579 New	2,579 $1.13 Billion

Others Institutions Holding VOO

# of Institutions

3,521

Shares Held

473M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Atlantic Edge Private Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History