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 $410,461. This represents 0.08% of its overall portfolio holdings.

Number of Shares

803

Previous 801 0.25%

Holding current value

$410,461

Previous $400,000 5.75%

% of portfolio

0.08%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,555

Shares Held

475M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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