Jgp Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Jgp Wealth Management, LLC

$774 Million
Q3 2024

A detailed history of Jgp Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 540 shares of VOO stock, worth $293,058. This represents 0.04% of its overall portfolio holdings.

Number of Shares

540

Previous 400 35.0%

Holding current value

$293,058

Previous $200,000 42.0%

% of portfolio

0.04%

Previous 0.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$475.2 - $527.7 $66,528 - $73,878	140 Added 35.0%	540 $284,000
Q2 2024 Jul 12, 2024	BUY	$455.1 - $504.28 $182,040 - $201,712	400 New	400 $200,000
Q1 2022 Apr 20, 2022	SELL	$382.7 - $439.25 $185,992 - $213,475	-486 Closed	0 $0
Q4 2021 Jan 18, 2022	BUY	$394.21 - $439.01 $191,586 - $213,358	486 New	486 $209,000

Others Institutions Holding VOO

# of Institutions

3,147

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Jgp Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History