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

Atlantic Private Wealth, LLC

  • $131 Million
  • Q4 2024

A detailed history of Atlantic Private Wealth, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 534 shares of VOO stock, worth $300,273. This represents 0.22% of its overall portfolio holdings.

Number of Shares
534
Previous 869 38.55%
Holding current value
$300,273
Previous $458,000 37.34%
% of portfolio
0.22%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$521.84 - $558.82 $174,816 - $187,204
-335 Reduced 38.55%
534 $287,000
Q4 2023

Feb 09, 2024
SELL
$377.32 - $438.19 $8,301 - $9,640
-22 Reduced 2.47%
869 $379,000
Q3 2023

Nov 09, 2023
BUY
$392.7 - $420.68 $349,895 - $374,825
891 New
891 $349,000

Others Institutions Holding VOO

# of Institutions
3,498
Shares Held
476M
Call Options Held
2.36M
Put Options Held
2.13M
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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