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 550 shares of VOO stock, worth $299,772. This represents 0.08% of its overall portfolio holdings.

Number of Shares
550
Previous 607 9.39%
Holding current value
$299,772
Previous $304 Million 4.4%
% of portfolio
0.08%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$475.2 - $527.7 $27,086 - $30,078
-57 Reduced 9.39%
550 $290 Million
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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