Baystate Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Baystate Wealth Management LLC holds 1,441 shares of VOO stock, worth $756,438. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,441
Previous 1,455
0.96%
Holding current value
$756,438
Previous $571,000
10.16%
% of portfolio
0.05%
Previous 0.05%
Shares
25 transactions
Others Institutions Holding VOO
# of Institutions
3,066Shares Held
383MCall Options Held
1.17MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$14.5 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.3 Billion7.64% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$12 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$11 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.4 Billion0.78% of portfolio