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

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025

A detailed history of Iams Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Iams Wealth Management, LLC holds 2,550 shares of VOO stock, worth $1.6 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
2,550
Previous 1,680 51.79%
Holding current value
$1.6 Million
Previous $954 Million 63.71%
% of portfolio
0.63%
Previous 0.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$567.77 - $614.76 $493,959 - $534,841
870 Added 51.79%
2,550 $1.56 Billion
Q2 2025

Jul 14, 2025
BUY
$456.74 - $568.03 $767,323 - $954,290
1,680 New
1,680 $954 Million
Q4 2024

Jan 23, 2025
BUY
$521.84 - $558.82 $234,306 - $250,910
449 New
449 $242 Million

Others Institutions Holding VOO

# of Institutions
3,803
Shares Held
513M
Call Options Held
2.83M
Put Options Held
3.09M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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