Monterey Private Wealth, Inc. Vanguard Index Fds S&P 500 ETF Transaction History
Monterey Private Wealth, Inc.
- $267 Million
- Q2 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 13,316 shares of VOO stock, worth $6.61 Million. This represents 2.49% of its overall portfolio holdings.
Number of Shares
13,316
Previous 13,569
1.86%
Holding current value
$6.61 Million
Previous $6.52 Million
2.1%
% of portfolio
2.49%
Previous 2.62%
Shares
18 transactions
Others Institutions Holding VOO
# of Institutions
2,996Shares Held
375MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$13.7 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$11.5 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$11.4 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$10.5 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$9.88 Billion0.78% of portfolio