Maltin Wealth Management, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Maltin Wealth Management, Inc.

$183 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$337.07 - $419.85 $680,207 - $847,257	-2,018 Closed	0 $0
Q1 2022 May 06, 2022	SELL	$382.7 - $439.25 $19,517 - $22,401	-51 Reduced 2.46%	2,018 $838,000
Q4 2021 Feb 02, 2022	BUY	$394.21 - $439.01 $52,824 - $58,827	134 Added 6.93%	2,069 $903,000
Q3 2021 Nov 09, 2021	BUY	$390.68 - $416.73 $355,518 - $379,224	910 Added 88.78%	1,935 $763,000
Q2 2021 Jul 23, 2021	BUY	$368.16 - $394.32 $9,204 - $9,858	25 Added 2.5%	1,025 $404,000
Q1 2021 Apr 29, 2021	BUY	$339.03 - $365.24 $14,239 - $15,340	42 Added 4.38%	1,000 $364,000
Q4 2020 Jan 20, 2021	BUY	$299.82 - $343.69 $287,227 - $329,255	958 New	958 $329,000
Q1 2020 May 13, 2020	SELL	$204.27 - $310.92 $74,558 - $113,485	-365 Closed	0 $0
Q4 2019 Feb 25, 2020	BUY	$264.57 - $296.67 $96,568 - $108,284	365 New	365 $108,000

Others Institutions Holding VOO

# of Institutions

3,148

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

Vanguard Group Inc Valley Forge, PA

30M
Shares

$16.4 Billion
0.29% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$13.1 Billion
1.04% of portfolio
Bank Of America Corp Charlotte, NC

23.4M
Shares

$12.8 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$12.8 Billion
7.64% of portfolio
Morgan Stanley New York, NY

22M
Shares

$12.1 Billion
0.86% of portfolio

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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