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

Pb Mares Wealth Management LLC

$483 Million
Q4 2024

A detailed history of Pb Mares Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 3,155 shares of VOO stock, worth $1.7 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

3,155

Previous 3,109 1.48%

Holding current value

$1.7 Million

Previous $1.64 Million 3.6%

% of portfolio

0.35%

Previous 0.35%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$521.84 - $558.82 $24,004 - $25,705	46 Added 1.48%	3,155 $1.7 Million
Q3 2024 Oct 25, 2024	BUY	$475.2 - $527.7 $224,294 - $249,074	472 Added 17.9%	3,109 $1.64 Million
Q2 2024 Jul 22, 2024	SELL	$455.1 - $504.28 $7,736 - $8,572	-17 Reduced 0.64%	2,637 $1.32 Million
Q1 2024 Apr 29, 2024	BUY	$429.43 - $481.35 $480,532 - $538,630	1,119 Added 72.9%	2,654 $1.28 Million
Q4 2023 Jan 26, 2024	BUY	$377.32 - $438.19 $579,186 - $672,621	1,535 New	1,535 $670,000
Q1 2020 Apr 17, 2020	SELL	$204.27 - $310.92 $415,485 - $632,411	-2,034 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$264.57 - $296.67 $538,135 - $603,426	2,034 New	2,034 $602,000

Others Institutions Holding VOO

# of Institutions

3,517

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pb Mares Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pb Mares Wealth Management LLC with notifications on news.

Account

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