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

Bcgm Wealth Management, LLC

$287 Million
Q3 2024

A detailed history of Bcgm Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 11,801 shares of VOO stock, worth $6.52 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

11,801

Previous 11,973 1.44%

Holding current value

$6.52 Million

Previous $5.99 Million 3.99%

% of portfolio

2.17%

Previous 2.2%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$475.2 - $527.7 $81,734 - $90,764	-172 Reduced 1.44%	11,801 $6.23 Million
Q2 2024 Jul 30, 2024	SELL	$455.1 - $504.28 $40,048 - $44,376	-88 Reduced 0.73%	11,973 $5.99 Million
Q1 2024 May 07, 2024	SELL	$429.43 - $481.35 $96,192 - $107,822	-224 Reduced 1.82%	12,061 $5.8 Million
Q4 2023 Feb 08, 2024	SELL	$377.32 - $438.19 $73,954 - $85,885	-196 Reduced 1.57%	12,285 $5.37 Million
Q3 2023 Nov 08, 2023	SELL	$392.7 - $420.68 $995,494 - $1.07 Million	-2,535 Reduced 16.88%	12,481 $4.9 Million
Q2 2023 Aug 07, 2023	BUY	$371.44 - $407.28 $1.96 Million - $2.15 Million	5,289 Added 54.37%	15,016 $6.12 Million
Q1 2023 May 02, 2023	SELL	$348.66 - $382.94 $2.43 Million - $2.67 Million	-6,980 Reduced 41.78%	9,727 $3.66 Million
Q4 2022 Feb 07, 2023	SELL	$327.64 - $374.54 $314,534 - $359,558	-960 Reduced 5.43%	16,707 $5.87 Million
Q3 2022 Nov 03, 2022	SELL	$328.3 - $395.04 $840,776 - $1.01 Million	-2,561 Reduced 12.66%	17,667 $6.09 Million
Q2 2022 Aug 01, 2022	SELL	$337.07 - $419.85 $135,839 - $169,199	-403 Reduced 1.95%	20,228 $7.66 Million
Q1 2022 May 02, 2022	BUY	$382.7 - $439.25 $179,486 - $206,008	469 Added 2.33%	20,631 $8.57 Million
Q4 2021 Feb 01, 2022	BUY	$394.21 - $439.01 $74,899 - $83,411	190 Added 0.95%	20,162 $8.8 Million
Q3 2021 Nov 01, 2021	SELL	$390.68 - $416.73 $316,060 - $337,134	-809 Reduced 3.89%	19,972 $8.43 Million
Q2 2021 Aug 02, 2021	SELL	$368.16 - $394.32 $206,905 - $221,607	-562 Reduced 2.63%	20,781 $8.38 Million
Q1 2021 Apr 21, 2021	SELL	$339.03 - $365.24 $311,907 - $336,020	-920 Reduced 4.13%	21,343 $8.09 Million
Q4 2020 Feb 16, 2021	BUY	$299.82 - $343.69 $6.67 Million - $7.65 Million	22,263 New	22,263 $8.04 Million

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Bcgm Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History