Caliber Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Caliber Wealth Management, LLC
- $188 Million
- Q1 2024
A detailed history of Caliber Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 721 shares of VOO stock, worth $364,141. This represents 0.18% of its overall portfolio holdings.
Number of Shares
721
Previous 632
14.08%
Holding current value
$364,141
Previous $276,000
25.36%
% of portfolio
0.18%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding VOO
# of Institutions
2,996Shares Held
375MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$13.9 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$11.7 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$11.6 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$10.6 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.1 Billion0.78% of portfolio