National Wealth Management Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

National Wealth Management Group, LLC

$131 Billion
Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 1,114 shares of VOO stock, worth $584,783. This represents 0.42% of its overall portfolio holdings.

Number of Shares

1,114

Previous 2,959 62.35%

Holding current value

$584,783

Previous $1.42 Billion 60.83%

% of portfolio

0.42%

Previous 1.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$455.1 - $504.28 $839,659 - $930,396	-1,845 Reduced 62.35%	1,114 $557 Million
Q1 2024 May 17, 2024	BUY	$429.43 - $481.35 $38,648 - $43,321	90 Added 3.14%	2,959 $1.42 Billion
Q4 2023 Feb 01, 2024	BUY	$377.32 - $438.19 $218,090 - $253,273	578 Added 25.23%	2,869 $1.25 Billion
Q2 2023 Aug 09, 2023	BUY	$371.44 - $407.28 $12,628 - $13,847	34 Added 1.51%	2,291 $938 Million
Q1 2023 May 15, 2023	BUY	$348.66 - $382.94 $786,925 - $864,295	2,257 New	2,257 $853 Million
Q3 2022 Nov 17, 2023	SELL	$328.3 - $395.04 $13,788 - $16,591	-42 Reduced 1.83%	2,249 $738 Million

Others Institutions Holding VOO

# of Institutions

3,067

Shares Held

383M

Call Options Held

1.17M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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National Wealth Management Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History