Measured Wealth Private Client Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Measured Wealth Private Client Group, LLC

$307 Million
Q4 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 680 shares of VOO stock, worth $376,264. This represents 0.12% of its overall portfolio holdings.

Number of Shares

680

Previous 650 4.62%

Holding current value

$376,264

Previous $342,000 7.02%

% of portfolio

0.12%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$521.84 - $558.82 $15,655 - $16,764	30 Added 4.62%	680 $366,000
Q3 2024 Oct 25, 2024	SELL	$475.2 - $527.7 $109,771 - $121,898	-231 Reduced 26.22%	650 $342,000
Q1 2024 Apr 18, 2024	SELL	$429.43 - $481.35 $343,114 - $384,598	-799 Reduced 47.56%	881 $423,000
Q4 2023 Feb 06, 2024	BUY	$377.32 - $438.19 $16,979 - $19,718	45 Added 2.75%	1,680 $733,000
Q3 2023 Oct 18, 2023	BUY	$392.7 - $420.68 $642,064 - $687,811	1,635 New	1,635 $642,000
Q4 2018 Feb 07, 2019	SELL	$215.07 - $268.24 $40,003 - $49,892	-186 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$248.79 - $269.75 $46,274 - $50,173	186 New	186 $50,000

Others Institutions Holding VOO

# of Institutions

3,264

Shares Held

406M

Call Options Held

2.08M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Measured Wealth Private Client Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History