National Wealth Management Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History
National Wealth Management Group, LLC
- $265 Billion
- Q3 2025
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 4,520 shares of VOO stock, worth $2.83 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
4,520
Previous 3,650
23.84%
Holding current value
$2.83 Million
Previous $2.07 Billion
33.52%
% of portfolio
1.04%
Previous 1.16%
Shares
11 transactions
Others Institutions Holding VOO
# of Institutions
3,803Shares Held
513MCall Options Held
2.83MPut Options Held
3.09M-
Vanguard Group Inc Valley Forge, PA36.8MShares$23.1 Billion0.35% of portfolio
-
Jpmorgan Chase & CO New York, NY29.2MShares$18.3 Billion1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL28.5MShares$17.9 Billion5.77% of portfolio
-
California Public Employees Retirement System Sacramento, CA25.9MShares$16.2 Billion9.68% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$15.7 Billion1.07% of portfolio