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

Jgp Wealth Management, LLC

  • $750 Million
  • Q1 2025

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 651 shares of VOO stock, worth $376,271. This represents 0.04% of its overall portfolio holdings.

Number of Shares
651
Previous 606 7.43%
Holding current value
$376,271
Previous $326,000 1.84%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$507.05 - $563.67 $22,817 - $25,365
45 Added 7.43%
651 $332,000
Q4 2024

Jan 14, 2025
BUY
$521.84 - $558.82 $34,441 - $36,882
66 Added 12.22%
606 $326,000
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
3,667
Shares Held
531M
Call Options Held
2.1M
Put Options Held
1.61M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Jgp Wealth Management, LLC Portfolio

Follow Jgp Wealth Management, 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 Jgp Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jgp Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email