A detailed history of Old North State Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Old North State Wealth Management, LLC holds 961 shares of VOO stock, worth $531,260. This represents 0.28% of its overall portfolio holdings.

Number of Shares
961
Previous 932 3.11%
Holding current value
$531,260
Previous $468 Million 8.69%
% of portfolio
0.28%
Previous 0.31%

Shares

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

Oct 29, 2024

BUY
$475.2 - $527.7 $13,780 - $15,303
29 Added 3.11%
961 $508 Million
Q1 2024

Oct 29, 2024

BUY
$429.43 - $481.35 $13,312 - $14,921
31 Added 3.44%
932 $449 Million
Q4 2023

Oct 28, 2024

BUY
$377.32 - $438.19 $339,965 - $394,809
901 New
901 $394 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 Old North State Wealth Management, LLC Portfolio

Follow Old North State Wealth Management, LLC 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 Old North State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Old North State Wealth Management, LLC with notifications on news.