Kmg Fiduciary Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Kmg Fiduciary Partners, LLC

$965 Million
Q1 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 587 shares of VOO stock, worth $296,159. This represents 0.03% of its overall portfolio holdings.

Number of Shares

587

Previous 583 0.69%

Holding current value

$296,159

Previous $254,000 11.02%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	BUY	$429.43 - $481.35 $1,717 - $1,925	4 Added 0.69%	587 $282,000
Q4 2023 Jan 10, 2024	BUY	$377.32 - $438.19 $7,546 - $8,763	20 Added 3.55%	583 $254,000
Q3 2023 Oct 25, 2023	BUY	$392.7 - $420.68 $18,456 - $19,771	47 Added 9.11%	563 $221,000
Q2 2023 Jul 14, 2023	SELL	$371.44 - $407.28 $35,658 - $39,098	-96 Reduced 15.69%	516 $210,000
Q1 2023 Apr 13, 2023	BUY	$348.66 - $382.94 $1,394 - $1,531	4 Added 0.66%	612 $230,000

Q4 2022 Jan 12, 2023	BUY	$343.59 - $374.54 $208,902 - $227,720	608 New	608 $0
Q1 2022 Apr 19, 2022	SELL	$382.7 - $439.25 $205,892 - $236,316	-538 Closed	0 $0
Q4 2021 Jan 12, 2022	BUY	$394.21 - $439.01 $212,084 - $236,187	538 New	538 $235,000
Q3 2021 Oct 12, 2021	SELL	$390.68 - $416.73 $200,418 - $213,782	-513 Closed	0 $0
Q2 2021 Jul 20, 2021	BUY	$368.16 - $394.32 $188,866 - $202,286	513 New	513 $202,000

Others Institutions Holding VOO

# of Institutions

2,884

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

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kmg Fiduciary Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kmg Fiduciary Partners, LLC with notifications on news.

Account

Kmg Fiduciary Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History