Cap Wealth Advisors, LLC Vanguard S&P 500 Value ETF Transaction History

Cap Wealth Advisors, LLC

$903 Million
Q3 2024

A detailed history of Cap Wealth Advisors, LLC transactions in Vanguard S&P 500 Value ETF stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 1,789 shares of VOOV stock, worth $352,540. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,789

Holding current value

$352,540

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$175.0 - $190.72 $313,075 - $341,198	1,789 New	1,789 $341,000

Others Institutions Holding VOOV

# of Institutions

375

Shares Held

12.7M

Call Options Held

4.3K

Put Options Held

1.2K

Bank Of America Corp Charlotte, NC

2.05M
Shares

$405 Million
0.03% of portfolio
Morgan Stanley New York, NY

1M
Shares

$197 Million
0.01% of portfolio
Ubs Group Ag

534K
Shares

$105 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

508K
Shares

$100 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

479K
Shares

$94.3 Million
0.01% of portfolio

View Full List

About VANGUARD S&P 500 VALUE ETF

Ticker VOOV
Sector ETFs
Industry ETFs

More about VOOV

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Cap Wealth Advisors, LLC Vanguard S&P 500 Value ETF Transaction History