A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 2,363 shares of VOO stock, worth $1.29 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,363
Previous 1,789 32.08%
Holding current value
$1.29 Million
Previous $894,000 39.37%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 07, 2024

BUY
$475.2 - $527.7 $272,764 - $302,899
574 Added 32.08%
2,363 $1.25 Million
Q2 2024

Jul 30, 2024

SELL
$455.1 - $504.28 $45,965 - $50,932
-101 Reduced 5.34%
1,789 $894,000
Q1 2024

May 08, 2024

BUY
$429.43 - $481.35 $28,771 - $32,250
67 Added 3.68%
1,890 $908,000
Q4 2023

Feb 09, 2024

BUY
$377.32 - $438.19 $754 - $876
2 Added 0.11%
1,823 $796,000
Q3 2023

Nov 06, 2023

SELL
$392.7 - $420.68 $1.09 Million - $1.17 Million
-2,781 Reduced 60.43%
1,821 $715,000
Q2 2023

Aug 07, 2023

SELL
$371.44 - $407.28 $373,297 - $409,316
-1,005 Reduced 17.92%
4,602 $1.87 Million
Q1 2023

May 03, 2023

BUY
$348.66 - $382.94 $27,195 - $29,869
78 Added 1.41%
5,607 $2.11 Million
Q4 2022

Feb 07, 2023

BUY
$327.64 - $374.54 $1.81 Million - $2.07 Million
5,529 New
5,529 $0

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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