Mc Kinley Carter Wealth Services, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.6 Billion
Q4 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 5,303 shares of VOO stock, worth $2.81 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,303

Previous 4,501 17.82%

Holding current value

$2.81 Million

Previous $2.38 Million 20.29%

% of portfolio

0.18%

Previous 0.15%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$521.84 - $558.82 $418,515 - $448,173	802 Added 17.82%	5,303 $2.86 Million
Q3 2024 Oct 15, 2024	BUY	$475.2 - $527.7 $158,716 - $176,251	334 Added 8.02%	4,501 $2.38 Million
Q2 2024 Aug 09, 2024	BUY	$455.1 - $504.28 $58,707 - $65,052	129 Added 3.19%	4,167 $2.08 Million
Q1 2024 Apr 26, 2024	BUY	$429.43 - $481.35 $25,765 - $28,881	60 Added 1.51%	4,038 $1.94 Million
Q4 2023 Feb 07, 2024	BUY	$377.32 - $438.19 $19,997 - $23,224	53 Added 1.35%	3,978 $1.74 Million
Q3 2023 Oct 13, 2023	BUY	$392.7 - $420.68 $58,119 - $62,260	148 Added 3.92%	3,925 $1.54 Million
Q2 2023 Aug 02, 2023	BUY	$371.44 - $407.28 $294,180 - $322,565	792 Added 26.53%	3,777 $1.54 Million
Q1 2023 Apr 24, 2023	BUY	$348.66 - $382.94 $120,985 - $132,880	347 Added 13.15%	2,985 $1.12 Million
Q4 2022 Feb 07, 2023	BUY	$327.64 - $374.54 $434,778 - $497,014	1,327 Added 101.22%	2,638 $926,000
Q3 2022 Oct 24, 2022	BUY	$328.3 - $395.04 $80,105 - $96,389	244 Added 22.87%	1,311 $430,000
Q2 2022 Jul 15, 2022	SELL	$337.07 - $419.85 $58,650 - $73,053	-174 Reduced 14.02%	1,067 $370,000
Q1 2022 Apr 27, 2022	SELL	$382.7 - $439.25 $751,622 - $862,687	-1,964 Reduced 61.28%	1,241 $515,000
Q4 2021 Feb 07, 2022	BUY	$394.21 - $439.01 $651,629 - $725,683	1,653 Added 106.51%	3,205 $1.4 Million
Q3 2021 Nov 03, 2021	SELL	$390.68 - $416.73 $51,960 - $55,425	-133 Reduced 7.89%	1,552 $612,000
Q2 2021 Aug 12, 2021	SELL	$368.16 - $394.32 $124,069 - $132,885	-337 Reduced 16.67%	1,685 $663,000
Q1 2021 Apr 30, 2021	SELL	$339.03 - $365.24 $119,338 - $128,564	-352 Reduced 14.83%	2,022 $737,000
Q4 2020 Feb 16, 2021	BUY	$299.82 - $343.69 $532,780 - $610,737	1,777 Added 297.65%	2,374 $816,000
Q4 2020 Feb 12, 2021	BUY	$299.82 - $343.69 $178,992 - $205,182	597 New	597 $205,000
Q1 2020 May 01, 2020	SELL	$204.27 - $310.92 $145,440 - $221,375	-712 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	$264.57 - $296.67 $188,373 - $211,229	712 New	712 $211,000
Q2 2018 Dec 07, 2018	SELL	$236.48 - $256.33 $151,820 - $164,563	-642 Closed	0 $0
Q1 2018 May 17, 2018	BUY	$236.79 - $263.36 $152,019 - $169,077	642 New	642 $155,000

Others Institutions Holding VOO

# of Institutions

3,530

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Mc Kinley Carter Wealth Services, Inc. Vanguard Index Fds S&P 500 ETF Transaction History