Global Wealth Management Investment Advisory, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	BUY	$377.32 - $438.19 $1,886 - $2,190	5 Added 8.62%	63 $27,000
Q3 2023 Nov 06, 2023	BUY	$392.7 - $420.68 $2,356 - $2,524	6 Added 11.54%	58 $22,000
Q2 2023 Aug 10, 2023	BUY	$371.44 - $407.28 $19,314 - $21,178	52 New	52 $21,000
Q2 2022 Aug 15, 2022	BUY	$337.07 - $419.85 $5,056 - $6,297	15 Added 57.69%	41 $14,000
Q1 2022 May 17, 2022	BUY	$382.7 - $439.25 $2,678 - $3,074	7 Added 36.84%	26 $11,000
Q4 2021 Feb 15, 2022	SELL	$394.21 - $439.01 $17,739 - $19,755	-45 Reduced 70.31%	19 $8,000
Q2 2021 Aug 11, 2021	SELL	$368.16 - $394.32 $2,945 - $3,154	-8 Reduced 11.11%	64 $25,000
Q1 2021 May 17, 2021	SELL	$339.03 - $365.24 $339 - $365	-1 Reduced 1.37%	72 $26,000
Q3 2020 Nov 16, 2020	SELL	$285.37 - $328.74 $2,282 - $2,629	-8 Reduced 9.88%	73 $22,000
Q2 2020 Aug 12, 2020	SELL	$226.15 - $297.17 $15,604 - $20,504	-69 Reduced 46.0%	81 $23,000
Q1 2020 May 14, 2020	SELL	$204.27 - $310.92 $817 - $1,243	-4 Reduced 2.6%	150 $36,000
Q4 2019 Feb 14, 2020	SELL	$264.57 - $296.67 $3,174 - $3,560	-12 Reduced 7.23%	154 $46,000
Q3 2019 Nov 14, 2019	BUY	$260.57 - $277.38 $1,042 - $1,109	4 Added 2.47%	166 $45,000
Q2 2019 Aug 20, 2019	SELL	$252.12 - $271.73 $66,307 - $71,464	-263 Reduced 61.88%	162 $44,000
Q1 2019 May 10, 2019	SELL	$224.5 - $261.43 $193,968 - $225,875	-864 Reduced 67.03%	425 $110,000
Q4 2018 Feb 14, 2019	BUY	$215.07 - $268.24 $277,225 - $345,761	1,289 New	1,289 $296,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

Vanguard Group Inc Valley Forge, PA

30M
Shares

$16.4 Billion
0.29% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$13.1 Billion
1.03% of portfolio
Bank Of America Corp Charlotte, NC

23.4M
Shares

$12.8 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$12.8 Billion
7.64% of portfolio
Morgan Stanley New York, NY

22M
Shares

$12 Billion
0.86% of portfolio

View Full List

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