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 $398,215. This represents 0.18% of its overall portfolio holdings.

Number of Shares
721
Previous 632 14.08%
Holding current value
$398,215
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
3,150
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
Track This Portfolio

Track Caliber Wealth Management, LLC Portfolio

Follow Caliber Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caliber Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email