Jessup Wealth Management, Inc Vanguard Index Fds S&P 500 ETF Transaction History

Jessup Wealth Management, Inc

$234 Billion
Q1 2024

A detailed history of Jessup Wealth Management, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Jessup Wealth Management, Inc holds 3,282 shares of VOO stock, worth $1.67 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

3,282

Previous 2,922 12.32%

Holding current value

$1.67 Million

Previous $1.28 Billion 23.62%

% of portfolio

0.68%

Previous 0.64%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$429.43 - $481.35 $154,594 - $173,286	360 Added 12.32%	3,282 $1.58 Billion
Q4 2023 Jan 12, 2024	BUY	$377.32 - $438.19 $868,967 - $1.01 Million	2,303 Added 372.05%	2,922 $1.28 Billion
Q3 2023 Oct 24, 2023	SELL	$392.7 - $420.68 $9,032 - $9,675	-23 Reduced 3.58%	619 $243 Million
Q2 2023 Jul 21, 2023	BUY	$371.44 - $407.28 $13,000 - $14,254	35 Added 5.77%	642 $262 Million
Q1 2023 Apr 26, 2023	BUY	$348.66 - $382.94 $9,065 - $9,956	26 Added 4.48%	607 $228 Million

Q4 2022 Jan 30, 2023	BUY	$343.59 - $374.54 $199,625 - $217,607	581 New	581 $204 Million

Others Institutions Holding VOO

# of Institutions

2,888

Shares Held

360M

Call Options Held

2.32M

Put Options Held

2.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Jessup Wealth Management, Inc Vanguard Index Fds S&P 500 ETF Transaction History