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 $381,776. This represents 0.18% of its overall portfolio holdings.

Number of Shares
721
Previous 632 14.08%
Holding current value
$381,776
Previous $276,000 25.36%
% of portfolio
0.18%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$429.43 - $481.35 $38,219 - $42,840
89 Added 14.08%
721 $346,000
Q4 2023

Apr 22, 2024
BUY
$377.32 - $438.19 $6,414 - $7,449
17 Added 2.76%
632 $276,000
Q3 2023

Oct 16, 2023
BUY
$392.7 - $420.68 $241,510 - $258,718
615 New
615 $241,000

Others Institutions Holding VOO

# of Institutions
3,530
Shares Held
474M
Call Options Held
2.36M
Put Options Held
2.13M
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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