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

Brown Wealth Management, LLC

  • $277 Billion
  • Q3 2024

A detailed history of Brown Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Brown Wealth Management, LLC holds 576 shares of VOO stock, worth $318,424. This represents 0.11% of its overall portfolio holdings.

Number of Shares
576
Previous 416 38.46%
Holding current value
$318,424
Previous $208 Million 46.09%
% of portfolio
0.11%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$475.2 - $527.7 $76,032 - $84,432
160 Added 38.46%
576 $304 Million
Q2 2024

Aug 13, 2024
BUY
$455.1 - $504.28 $189,321 - $209,780
416 New
416 $208 Million
Q3 2023

Nov 14, 2023
SELL
$392.7 - $420.68 $484,199 - $518,698
-1,233 Reduced 68.92%
556 $218 Million
Q2 2023

Aug 08, 2023
BUY
$371.44 - $407.28 $664,506 - $728,623
1,789 New
1,789 $729 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

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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