A detailed history of Integris Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Integris Wealth Management, LLC holds 607 shares of VOO stock, worth $301,460. This represents 0.09% of its overall portfolio holdings.

Number of Shares
607
Previous 550 10.36%
Holding current value
$301,460
Previous $264 Million 14.82%
% of portfolio
0.09%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$455.1 - $504.28 $25,940 - $28,743
57 Added 10.36%
607 $304 Million
Q3 2023

Nov 08, 2023

SELL
$392.7 - $420.68 $12,959 - $13,882
-33 Reduced 5.66%
550 $216 Million
Q2 2023

Jul 13, 2023

SELL
$371.44 - $407.28 $19,686 - $21,585
-53 Reduced 8.33%
583 $237 Million
Q1 2023

May 15, 2023

SELL
$348.66 - $382.94 $5,578 - $6,127
-16 Reduced 2.45%
636 $239 Million
Q4 2022

Feb 07, 2023

BUY
$327.64 - $374.54 $213,621 - $244,200
652 New
652 $229 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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