Madison Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History

Madison Wealth Management

$449 Million
Q3 2023

A detailed history of Madison Wealth Management transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Madison Wealth Management holds 44,720 shares of VOO stock, worth $27.7 Million. This represents 3.91% of its overall portfolio holdings.

Number of Shares

44,720

Previous 40,308 10.95%

Holding current value

$27.7 Million

Previous $16.4 Million 6.97%

% of portfolio

3.91%

Previous 3.5%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	BUY	$392.7 - $420.68 $1.73 Million - $1.86 Million	4,412 Added 10.95%	44,720 $17.6 Million
Q2 2023 Aug 10, 2023	BUY	$371.44 - $407.28 $219,892 - $241,109	592 Added 1.49%	40,308 $16.4 Million
Q1 2023 May 08, 2023	BUY	$348.66 - $382.94 $261,146 - $286,822	749 Added 1.92%	39,716 $14.9 Million
Q4 2022 Feb 08, 2023	BUY	$327.64 - $374.54 $709,995 - $811,628	2,167 Added 5.89%	38,967 $13.7 Million
Q3 2022 Nov 10, 2022	BUY	$328.3 - $395.04 $735,063 - $884,494	2,239 Added 6.48%	36,800 $12.1 Million
Q2 2022 Aug 11, 2022	BUY	$337.07 - $419.85 $646,500 - $805,272	1,918 Added 5.88%	34,561 $12 Million
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $489,090 - $561,361	1,278 Added 4.07%	32,643 $13.6 Million
Q4 2021 Feb 11, 2022	BUY	$394.21 - $439.01 $307,483 - $342,427	780 Added 2.55%	31,365 $13.7 Million
Q3 2021 Nov 12, 2021	BUY	$390.68 - $416.73 $37,505 - $40,006	96 Added 0.31%	30,585 $12.1 Million
Q2 2021 Aug 12, 2021	BUY	$368.16 - $394.32 $231,940 - $248,421	630 Added 2.11%	30,489 $12 Million
Q1 2021 May 11, 2021	BUY	$339.03 - $365.24 $374,967 - $403,955	1,106 Added 3.85%	29,859 $10.9 Million
Q4 2020 Feb 09, 2021	BUY	$299.82 - $343.69 $125,324 - $143,662	418 Added 1.48%	28,753 $9.88 Million
Q3 2020 Nov 09, 2020	BUY	$285.37 - $328.74 $243,420 - $280,415	853 Added 3.1%	28,335 $8.72 Million
Q2 2020 Aug 14, 2020	BUY	$226.15 - $297.17 $1.02 Million - $1.34 Million	4,523 Added 19.7%	27,482 $7.79 Million
Q1 2020 May 08, 2020	BUY	$204.27 - $310.92 $4.01 Million - $6.1 Million	19,610 Added 585.55%	22,959 $5.44 Million
Q4 2019 Feb 11, 2020	BUY	$264.57 - $296.67 $886,044 - $993,547	3,349 New	3,349 $991,000

Others Institutions Holding VOO

# of Institutions

3,737

Shares Held

514M

Call Options Held

2.83M

Put Options Held

3.09M

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 Madison Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Management with notifications on news.

Account

Madison Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History