Morling Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Morling Financial Advisors, LLC

$258 Million
Q3 2024

A detailed history of Morling Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,921 shares of VOO stock, worth $1.05 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

1,921

Previous 1,921 -0.0%

Holding current value

$1.05 Million

Previous $960,000 5.52%

% of portfolio

0.39%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$429.43 - $481.35 $34,783 - $38,989	81 Added 4.4%	1,921 $923,000
Q4 2023 Feb 02, 2024	BUY	$377.32 - $438.19 $31,694 - $36,807	84 Added 4.78%	1,840 $803,000
Q3 2023 Nov 08, 2023	SELL	$392.7 - $420.68 $248,971 - $266,711	-634 Reduced 26.53%	1,756 $689,000
Q2 2023 Jul 28, 2023	BUY	$371.44 - $407.28 $252,950 - $277,357	681 Added 39.85%	2,390 $973,000
Q1 2023 May 02, 2023	BUY	$348.66 - $382.94 $252,429 - $277,248	724 Added 73.5%	1,709 $642,000
Q1 2022 May 06, 2022	SELL	$382.7 - $439.25 $11,481 - $13,177	-30 Reduced 2.96%	985 $409,000
Q4 2021 Feb 04, 2022	BUY	$394.21 - $439.01 $400,123 - $445,595	1,015 New	1,015 $443,000

Others Institutions Holding VOO

# of Institutions

3,148

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
Sector ETFs
Industry ETFs

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Morling Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History