A detailed history of Napa Wealth Management transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Napa Wealth Management holds 823 shares of VOO stock, worth $432,025. This represents 0.28% of its overall portfolio holdings.

Number of Shares
823
Previous 817 0.73%
Holding current value
$432,025
Previous $393 Million 4.77%
% of portfolio
0.28%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$455.1 - $504.28 $2,730 - $3,025
6 Added 0.73%
823 $412 Million
Q1 2024

Aug 14, 2024

BUY
$429.43 - $481.35 $2,147 - $2,406
5 Added 0.62%
817 $393 Million
Q4 2023

Feb 22, 2024

BUY
$377.32 - $438.19 $306,383 - $355,810
812 New
812 $355 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.