Diversify Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 34,877 shares of VOO stock, worth $21.5 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
34,877
Previous 33,691
3.52%
Holding current value
$21.5 Million
Previous $17.2 Billion
20.04%
% of portfolio
1.27%
Previous 1.27%
Shares
5 transactions
Others Institutions Holding VOO
# of Institutions
3,735Shares Held
514MCall Options Held
2.83MPut Options Held
3.09M-
Vanguard Group Inc Valley Forge, PA36.8MShares$22.6 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY29.2MShares$18 Billion1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL28.5MShares$17.5 Billion5.77% of portfolio
-
California Public Employees Retirement System Sacramento, CA25.9MShares$15.9 Billion9.68% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$15.4 Billion1.07% of portfolio