Mowery & Schoenfeld Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 2024

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 66 shares of VOO stock, worth $36,012. This represents 0.06% of its overall portfolio holdings.

Number of Shares
66
Previous 308 78.57%
Holding current value
$36,012
Previous $154 Million 77.39%
% of portfolio
0.06%
Previous 0.22%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
SELL
$475.2 - $527.7 $114,998 - $127,703
-242 Reduced 78.57%
66 $34.8 Million
Q1 2024

May 14, 2024
SELL
$429.43 - $481.35 $7,729 - $8,664
-18 Reduced 5.52%
308 $148 Million
Q4 2023

May 14, 2024
BUY
$377.32 - $438.19 $123,006 - $142,849
326 New
326 $142 Million

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

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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