Kowal Investment Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Kowal Investment Group, LLC holds 803 shares of VOO stock, worth $438,148. This represents 0.08% of its overall portfolio holdings.

Number of Shares
803
Previous 801 0.25%
Holding current value
$438,148
Previous $400,000 5.75%
% of portfolio
0.08%
Previous 0.08%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$475.2 - $527.7 $950 - $1,055
2 Added 0.25%
803 $423,000
Q2 2024

Aug 13, 2024
SELL
$455.1 - $504.28 $2,275 - $2,521
-5 Reduced 0.62%
801 $400,000
Q1 2024

Apr 18, 2024
BUY
$429.43 - $481.35 $2,576 - $2,888
6 Added 0.75%
806 $387,000
Q4 2023

Jan 22, 2024
SELL
$377.32 - $438.19 $4,150 - $4,820
-11 Reduced 1.36%
800 $349,000
Q3 2023

Oct 25, 2023
SELL
$392.7 - $420.68 $61,653 - $66,046
-157 Reduced 16.22%
811 $318,000
Q2 2023

Jul 18, 2023
BUY
$371.44 - $407.28 $34,543 - $37,877
93 Added 10.63%
968 $394,000
Q1 2023

Apr 21, 2023
SELL
$348.66 - $382.94 $349,705 - $384,088
-1,003 Reduced 53.41%
875 $329,000
Q4 2022

Jan 25, 2023
BUY
$327.64 - $374.54 $38,989 - $44,570
119 Added 6.77%
1,878 $0
Q3 2022

Nov 09, 2022
BUY
$328.3 - $395.04 $82,403 - $99,155
251 Added 16.64%
1,759 $577,000
Q2 2022

Aug 15, 2022
BUY
$337.07 - $419.85 $166,512 - $207,405
494 Added 48.72%
1,508 $523,000
Q1 2022

Apr 15, 2022
SELL
$382.7 - $439.25 $65,441 - $75,111
-171 Reduced 14.43%
1,014 $421,000
Q3 2021

Nov 12, 2021
SELL
$390.68 - $416.73 $136,347 - $145,438
-349 Reduced 22.75%
1,185 $467,000
Q2 2021

Aug 12, 2021
SELL
$368.16 - $394.32 $54,487 - $58,359
-148 Reduced 8.8%
1,534 $604,000
Q1 2021

May 12, 2021
SELL
$339.03 - $365.24 $319,705 - $344,421
-943 Reduced 35.92%
1,682 $613,000
Q4 2020

Feb 19, 2021
BUY
$299.82 - $343.69 $787,027 - $902,186
2,625 New
2,625 $914,000

Others Institutions Holding VOO

# of Institutions
3,148
Shares Held
395M
Call Options Held
2.09M
Put Options Held
2.68M
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 Kowal Investment Group, LLC Portfolio

Follow Kowal Investment Group, 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 Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email