A detailed history of Levy Wealth Management Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 2,136 shares of VOO stock, worth $1.07 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,136
Previous 2,136 -0.0%
Holding current value
$1.07 Million
Previous $933,000 9.97%
% of portfolio
0.27%
Previous 0.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023

BUY
$392.7 - $420.68 $1,570 - $1,682
4 Added 0.19%
2,136 $838,000
Q1 2023

May 04, 2023

SELL
$348.66 - $382.94 $10,459 - $11,488
-30 Reduced 1.39%
2,132 $801,000
Q4 2022

Feb 08, 2023

SELL
$343.59 - $374.54 $1,717 - $1,872
-5 Reduced 0.23%
2,162 $759,000
Q3 2022

Oct 28, 2022

BUY
$339.63 - $395.04 $40,755 - $47,404
120 Added 5.86%
2,167 $711,000
Q2 2022

Jul 27, 2022

SELL
$337.07 - $419.85 $85,278 - $106,222
-253 Reduced 11.0%
2,047 $710,000
Q1 2022

May 05, 2022

SELL
$382.7 - $439.25 $55,491 - $63,691
-145 Reduced 5.93%
2,300 $955,000
Q4 2021

Feb 10, 2022

BUY
$394.21 - $439.01 $143,492 - $159,799
364 Added 17.49%
2,445 $1.07 Million
Q3 2021

Oct 26, 2021

SELL
$390.68 - $416.73 $53,913 - $57,508
-138 Reduced 6.22%
2,081 $821,000
Q1 2021

May 10, 2021

SELL
$339.03 - $365.24 $259,357 - $279,408
-765 Reduced 25.64%
2,219 $808,000
Q4 2020

Feb 10, 2021

BUY
$299.82 - $343.69 $894,662 - $1.03 Million
2,984 New
2,984 $1.03 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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