A detailed history of Investment Advisory Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Investment Advisory Group, LLC holds 4,284 shares of VOO stock, worth $2.37 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
4,284
Previous 4,202 1.95%
Holding current value
$2.37 Million
Previous $2.1 Million 7.57%
% of portfolio
0.8%
Previous 0.83%

Shares

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

Oct 15, 2024

BUY
$475.2 - $527.7 $38,966 - $43,271
82 Added 1.95%
4,284 $2.26 Million
Q2 2024

Jul 31, 2024

BUY
$455.1 - $504.28 $19,569 - $21,684
43 Added 1.03%
4,202 $2.1 Million
Q1 2024

Apr 29, 2024

BUY
$429.43 - $481.35 $123,246 - $138,147
287 Added 7.41%
4,159 $2 Million
Q4 2023

Jan 30, 2024

BUY
$377.32 - $438.19 $37,354 - $43,380
99 Added 2.62%
3,872 $1.69 Million
Q3 2023

Oct 16, 2023

BUY
$392.7 - $420.68 $267,428 - $286,483
681 Added 22.02%
3,773 $1.48 Million
Q2 2023

Jul 17, 2023

BUY
$371.44 - $407.28 $159,347 - $174,723
429 Added 16.11%
3,092 $1.26 Million
Q1 2023

May 02, 2023

BUY
$348.66 - $382.94 $27,544 - $30,252
79 Added 3.06%
2,663 $1 Million
Q4 2022

Jan 19, 2023

BUY
$327.64 - $374.54 $373,509 - $426,975
1,140 Added 78.95%
2,584 $0
Q3 2022

Oct 24, 2022

BUY
$328.3 - $395.04 $72,554 - $87,303
221 Added 18.07%
1,444 $474,000
Q2 2022

Jul 18, 2022

SELL
$337.07 - $419.85 $8,763 - $10,916
-26 Reduced 2.08%
1,223 $425,000
Q1 2022

Apr 29, 2022

BUY
$382.7 - $439.25 $72,330 - $83,018
189 Added 17.83%
1,249 $517,000
Q4 2021

Feb 11, 2022

BUY
$394.21 - $439.01 $417,862 - $465,350
1,060 New
1,060 $438,000

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Investment Advisory Group, LLC Portfolio

Follow Investment Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investment Advisory Group, LLC with notifications on news.