Paradigm, Strategies In Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 15, 2021	SELL	$390.68 - $416.73 $10,548 - $11,251	-27 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$339.03 - $365.24 $9,153 - $9,861	27 New	27 $10,000

Others Institutions Holding VOO

# of Institutions

3,151

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

Vanguard Group Inc Valley Forge, PA

30M
Shares

$16.6 Billion
0.29% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$13.3 Billion
1.04% of portfolio
Bank Of America Corp Charlotte, NC

23.4M
Shares

$13 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$13 Billion
7.64% of portfolio
Morgan Stanley New York, NY

22M
Shares

$12.2 Billion
0.86% of portfolio

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About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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