Jamison Private Wealth Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Jamison Private Wealth Management, Inc.

  • $657 Billion
  • Q3 2024

A detailed history of Jamison Private Wealth Management, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 1,206 shares of VOO stock, worth $666,085. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,206
Previous 1,203 0.25%
Holding current value
$666,085
Previous $602 Million 5.74%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 15, 2024
BUY
$475.2 - $527.7 $1,425 - $1,583
3 Added 0.25%
1,206 $636 Million
Q2 2024

Jul 11, 2024
BUY
$455.1 - $504.28 $29,126 - $32,273
64 Added 5.62%
1,203 $602 Million
Q1 2024

Apr 26, 2024
BUY
$429.43 - $481.35 $34,354 - $38,508
80 Added 7.55%
1,139 $548 Million
Q4 2023

Jan 17, 2024
SELL
$377.32 - $438.19 $26,035 - $30,235
-69 Reduced 6.12%
1,059 $463 Million
Q3 2023

Jan 05, 2024
BUY
$392.7 - $420.68 $442,965 - $474,527
1,128 New
1,128 $443 Million

Others Institutions Holding VOO

# of Institutions
3,150
Shares Held
395M
Call Options Held
2.09M
Put Options Held
2.68M
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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