Howard Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Howard Wealth Management, LLC

$127 Million
Q2 2024

A detailed history of Howard Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Howard Wealth Management, LLC holds 5,926 shares of VOO stock, worth $3.09 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares

5,926

Previous 5,598 5.86%

Holding current value

$3.09 Million

Previous $2.69 Million 10.15%

% of portfolio

2.34%

Previous 2.19%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	BUY	$455.1 - $504.28 $149,272 - $165,403	328 Added 5.86%	5,926 $2.96 Million
Q1 2024 May 06, 2024	BUY	$429.43 - $481.35 $103,063 - $115,524	240 Added 4.48%	5,598 $2.69 Million
Q4 2023 Feb 07, 2024	BUY	$377.32 - $438.19 $222,996 - $258,970	591 Added 12.4%	5,358 $2.34 Million
Q3 2023 Nov 01, 2023	BUY	$392.7 - $420.68 $203,811 - $218,332	519 Added 12.22%	4,767 $1.87 Million
Q2 2023 Aug 01, 2023	BUY	$371.44 - $407.28 $19,314 - $21,178	52 Added 1.24%	4,248 $1.73 Million
Q1 2023 May 04, 2023	SELL	$348.66 - $382.94 $58,923 - $64,716	-169 Reduced 3.87%	4,196 $1.58 Million
Q4 2022 Jan 26, 2023	SELL	$327.64 - $374.54 $172,338 - $197,008	-526 Reduced 10.75%	4,365 $0
Q3 2022 Nov 01, 2022	BUY	$328.3 - $395.04 $281,024 - $338,154	856 Added 21.21%	4,891 $1.61 Million
Q2 2022 Aug 09, 2022	SELL	$337.07 - $419.85 $70,110 - $87,328	-208 Reduced 4.9%	4,035 $1.4 Million
Q1 2022 Apr 20, 2022	BUY	$382.7 - $439.25 $81,897 - $93,999	214 Added 5.31%	4,243 $1.76 Million
Q4 2021 Jan 18, 2022	BUY	$394.21 - $439.01 $16,162 - $17,999	41 Added 1.03%	4,029 $1.76 Million
Q3 2021 Oct 19, 2021	SELL	$390.68 - $416.73 $1,172 - $1,250	-3 Reduced 0.08%	3,988 $1.57 Million
Q2 2021 Jul 27, 2021	BUY	$368.16 - $394.32 $15,094 - $16,167	41 Added 1.04%	3,991 $1.57 Million
Q1 2021 Apr 23, 2021	BUY	$339.03 - $365.24 $26,444 - $28,488	78 Added 2.01%	3,950 $1.44 Million
Q4 2020 Feb 02, 2021	BUY	$299.82 - $343.69 $151,109 - $173,219	504 Added 14.96%	3,872 $1.33 Million
Q3 2020 Oct 29, 2020	BUY	$285.37 - $328.74 $79,618 - $91,718	279 Added 9.03%	3,368 $1.04 Million
Q2 2020 Aug 03, 2020	BUY	$226.15 - $297.17 $317,966 - $417,821	1,406 Added 83.54%	3,089 $875,000
Q1 2020 May 04, 2020	BUY	$204.27 - $310.92 $45,552 - $69,335	223 Added 15.27%	1,683 $398,000
Q4 2019 Feb 05, 2020	BUY	$264.57 - $296.67 $386,272 - $433,138	1,460 New	1,460 $431,000

Others Institutions Holding VOO

# of Institutions

3,001

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Howard Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History