Levy Wealth Management Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Levy Wealth Management Group, LLC

  • $390 Million
  • Q2 2024

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 2,308 shares of VOO stock, worth $1.41 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,308
Previous 2,136 8.05%
Holding current value
$1.41 Million
Previous $1.03 Million 12.48%
% of portfolio
0.3%
Previous 0.27%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$455.1 - $504.28 $78,277 - $86,736
172 Added 8.05%
2,308 $1.15 Million
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
$327.64 - $374.54 $1,638 - $1,872
-5 Reduced 0.23%
2,162 $759,000
Q3 2022

Oct 28, 2022
BUY
$328.3 - $395.04 $39,396 - $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

# of Institutions
3,742
Shares Held
514M
Call Options Held
2.83M
Put Options Held
3.09M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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