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 $294,321. This represents 0.04% of its overall portfolio holdings.

Number of Shares
540
Previous 400 35.0%
Holding current value
$294,321
Previous $200,000 42.0%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD INDEX FDS S&P 500 ETF


  • 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.