Ima Wealth, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Ima Wealth, Inc.

$458 Million
Q3 2024

A detailed history of Ima Wealth, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Ima Wealth, Inc. holds 1,134 shares of VOO stock, worth $620,830. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,134

Holding current value

$620,830

% of portfolio

0.13%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$475.2 - $527.7 $538,876 - $598,411	1,134 New	1,134 $598,000
Q2 2024 Jul 25, 2024	BUY	$455.1 - $504.28 $516,083 - $571,853	1,134 New	1,134 $567,000
Q2 2023 Aug 15, 2023	SELL	$371.44 - $407.28 $53,858 - $59,055	-145 Reduced 6.78%	1,995 $812,000
Q4 2022 Feb 15, 2023	BUY	$327.64 - $374.54 $701,149 - $801,515	2,140 New	2,140 $751,000

Others Institutions Holding VOO

# of Institutions

3,150

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
1.04% 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

$12.1 Billion
0.86% of portfolio

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
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