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

Pcg Wealth Advisors, LLC

$247 Million
Q3 2024

A detailed history of Pcg Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 865 shares of VOO stock, worth $473,561. This represents 0.18% of its overall portfolio holdings.

Number of Shares

865

Previous 862 0.35%

Holding current value

$473,561

Previous $431,000 5.8%

% of portfolio

0.18%

Previous 0.2%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$475.2 - $527.7 $1,425 - $1,583	3 Added 0.35%	865 $456,000
Q4 2022 Feb 13, 2023	SELL	$327.64 - $374.54 $282,425 - $322,853	-862 Reduced 50.0%	862 $302,000
Q3 2022 Oct 12, 2022	BUY	$328.3 - $395.04 $317,137 - $381,608	966 Added 127.44%	1,724 $566,000
Q1 2022 Apr 22, 2022	SELL	$382.7 - $439.25 $59,701 - $68,523	-156 Reduced 17.07%	758 $315,000
Q4 2021 Feb 10, 2022	BUY	$394.21 - $439.01 $360,307 - $401,255	914 New	914 $399,000

Others Institutions Holding VOO

# of Institutions

3,148

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