Naviter Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Naviter Wealth, LLC

$710 Million
Q3 2024

A detailed history of Naviter Wealth, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Naviter Wealth, LLC holds 4,383 shares of VOO stock, worth $2.36 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

4,383

Previous 4,696 6.67%

Holding current value

$2.36 Million

Previous $2.35 Million 1.53%

% of portfolio

0.33%

Previous 0.35%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$475.2 - $527.7 $148,737 - $165,170	-313 Reduced 6.67%	4,383 $2.31 Million
Q2 2024 Aug 01, 2024	BUY	$455.1 - $504.28 $148,817 - $164,899	327 Added 7.48%	4,696 $2.35 Million
Q1 2024 Apr 18, 2024	BUY	$429.43 - $481.35 $698,682 - $783,156	1,627 Added 59.34%	4,369 $2.1 Million
Q4 2023 Feb 05, 2024	BUY	$377.32 - $438.19 $1.03 Million - $1.2 Million	2,742 New	2,742 $1.2 Million
Q2 2023 Jul 20, 2023	BUY	$371.44 - $407.28 $460,957 - $505,434	1,241 New	1,241 $505,000

Others Institutions Holding VOO

# of Institutions

3,145

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

More about VOO

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Naviter Wealth, LLC Vanguard Index Fds S&P 500 ETF Transaction History