Monograph Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Monograph Wealth Advisors, LLC

$653 Million
Q1 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 4,984 shares of VOO stock, worth $2.54 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

4,984

Previous 6,316 21.09%

Holding current value

$2.54 Million

Previous $2.76 Million 13.16%

% of portfolio

0.37%

Previous 0.52%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$429.43 - $481.35 $572,000 - $641,158	-1,332 Reduced 21.09%	4,984 $2.4 Million
Q4 2023 Feb 14, 2024	SELL	$377.32 - $438.19 $3.41 Million - $3.96 Million	-9,030 Reduced 58.84%	6,316 $2.76 Million
Q3 2023 Nov 15, 2023	BUY	$392.7 - $420.68 $5.14 Million - $5.5 Million	13,079 Added 576.93%	15,346 $6.03 Million
Q1 2023 May 09, 2023	SELL	$348.66 - $382.94 $358,771 - $394,045	-1,029 Reduced 31.22%	2,267 $852,000
Q3 2022 Nov 15, 2022	BUY	$339.63 - $395.04 $8,151 - $9,480	24 Added 0.73%	3,296 $1.09 Million

Q4 2021 Feb 10, 2022	BUY	$394.21 - $439.01 $1.29 Million - $1.44 Million	3,272 New	3,272 $1.43 Million

Others Institutions Holding VOO

# of Institutions

2,888

Shares Held

360M

Call Options Held

2.32M

Put Options Held

2.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Monograph Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History