M3 Advisory Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

M3 Advisory Group, LLC

$127 Billion
Q1 2025

A detailed history of M3 Advisory Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, M3 Advisory Group, LLC holds 8,836 shares of VOO stock, worth $4.5 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares

8,836

Previous 7,816 13.05%

Holding current value

$4.5 Million

Previous $4.21 Billion 7.83%

% of portfolio

3.59%

Previous 3.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$507.05 - $563.67 $517,191 - $574,943	1,020 Added 13.05%	8,836 $4.54 Billion
Q4 2024 Jan 21, 2025	BUY	$521.84 - $558.82 $290,664 - $311,262	557 Added 7.67%	7,816 $4.21 Billion
Q3 2024 Oct 17, 2024	BUY	$475.2 - $527.7 $397,742 - $441,684	837 Added 13.03%	7,259 $3.83 Billion
Q2 2024 Jul 19, 2024	SELL	$455.1 - $504.28 $120,601 - $133,634	-265 Reduced 3.96%	6,422 $3.21 Billion
Q1 2024 Apr 29, 2024	BUY	$429.43 - $481.35 $319,925 - $358,605	745 Added 12.54%	6,687 $3.21 Billion
Q4 2023 Mar 19, 2024	BUY	$377.32 - $438.19 $2.24 Million - $2.6 Million	5,942 New	5,942 $2.6 Billion

Others Institutions Holding VOO

# of Institutions

3,580

Shares Held

464M

Call Options Held

2.36M

Put Options Held

2.12M

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 M3 Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on M3 Advisory Group, LLC with notifications on news.

Account

M3 Advisory Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History