Palumbo Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History

Palumbo Wealth Management LLC

  • $217 Million
  • Q1 2024

A detailed history of Palumbo Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 575 shares of VOO stock, worth $290,104. This represents 0.13% of its overall portfolio holdings.

Number of Shares
575
Previous 574 0.17%
Holding current value
$290,104
Previous $250,000 10.4%
% of portfolio
0.13%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$429.43 - $481.35 $429 - $481
1 Added 0.17%
575 $276,000
Q4 2023

Jan 22, 2024
BUY
$377.32 - $438.19 $1,131 - $1,314
3 Added 0.53%
574 $250,000
Q3 2023

Oct 16, 2023
BUY
$392.7 - $420.68 $392 - $420
1 Added 0.18%
571 $224,000
Q2 2023

Jul 26, 2023
SELL
$371.44 - $407.28 $29,715 - $32,582
-80 Reduced 12.31%
570 $232,000
Q1 2023

May 04, 2023
BUY
$348.66 - $382.94 $348 - $382
1 Added 0.15%
650 $244,000
Q4 2022

Feb 13, 2023
BUY
$343.59 - $374.54 $222,989 - $243,076
649 New
649 $228,000

Others Institutions Holding VOO

# of Institutions
2,884
Shares Held
360M
Call Options Held
2.32M
Put Options Held
2.09M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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