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

Bnc Wealth Management, LLC

$291 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Mar 05, 2021	SELL	$299.82 - $343.69 $33,280 - $38,149	-111 Closed	0 $0
Q3 2020 Nov 17, 2020	BUY	$285.37 - $328.74 $31,676 - $36,490	111 New	111 $34,000

Others Institutions Holding VOO

# of Institutions

3,547

Shares Held

473M

Call Options Held

2.36M

Put Options Held

2.13M

Vanguard Group Inc Valley Forge, PA

32.5M
Shares

$16.6 Billion
0.31% of portfolio
Raymond James Financial Inc St. Petersburg, FL

26.4M
Shares

$13.5 Billion
5.4% of portfolio
Bank Of America Corp Charlotte, NC

23.9M
Shares

$12.2 Billion
1.1% of portfolio
Jpmorgan Chase & CO New York, NY

23.6M
Shares

$12.1 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$12 Billion
7.64% of portfolio

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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