Marks Group Wealth Management, Inc Vanguard Index Fds S&P 500 ETF Transaction History

Marks Group Wealth Management, Inc

$1 Billion
Q3 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 2,866 shares of VOO stock, worth $1.58 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,866

Previous 2,866 -0.0%

Holding current value

$1.58 Million

Previous $1.43 Million 5.51%

% of portfolio

0.15%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$455.1 - $504.28 $57,797 - $64,043	127 Added 4.64%	2,866 $1.43 Million
Q4 2023 Feb 01, 2024	SELL	$377.32 - $438.19 $2.92 Million - $3.39 Million	-7,746 Reduced 73.88%	2,739 $1.2 Million
Q1 2023 May 03, 2023	BUY	$348.66 - $382.94 $797,734 - $876,166	2,288 Added 27.91%	10,485 $3.94 Million
Q4 2022 Feb 06, 2023	BUY	$327.64 - $374.54 $3,276 - $3,745	10 Added 0.12%	8,197 $2.88 Million
Q3 2022 Nov 10, 2022	SELL	$328.3 - $395.04 $10,833 - $13,036	-33 Reduced 0.4%	8,187 $2.69 Million
Q2 2022 Aug 09, 2022	BUY	$337.07 - $419.85 $202,916 - $252,749	602 Added 7.9%	8,220 $2.85 Million
Q1 2022 May 10, 2022	SELL	$382.7 - $439.25 $207,040 - $237,634	-541 Reduced 6.63%	7,618 $3.16 Million
Q4 2021 Mar 03, 2022	BUY	$394.21 - $439.01 $3.22 Million - $3.58 Million	8,159 New	8,159 $3.56 Million
Q4 2021 Feb 14, 2022	SELL	$394.21 - $439.01 $3.15 Million - $3.51 Million	-7,998 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$390.68 - $416.73 $2.77 Million - $2.96 Million	7,092 Added 782.78%	7,998 $3.16 Million
Q4 2020 Feb 08, 2021	BUY	$299.82 - $343.69 $25,784 - $29,557	86 Added 10.49%	906 $311,000
Q2 2020 Aug 10, 2020	BUY	$226.15 - $297.17 $185,443 - $243,679	820 New	820 $232,000
Q1 2020 Apr 23, 2020	SELL	$204.27 - $310.92 $147,074 - $223,862	-720 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$264.57 - $296.67 $190,490 - $213,602	720 New	720 $213,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Marks Group Wealth Management, Inc Vanguard Index Fds S&P 500 ETF Transaction History