Pfg Private Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Pfg Private Wealth Management, LLC

$172 Million
Q3 2024

A detailed history of Pfg Private Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 1 shares of VOO stock, worth $552. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 20 95.0%

Holding current value

$552

Previous $10,000 100.0%

% of portfolio

0.0%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$475.2 - $527.7 $9,028 - $10,026	-19 Reduced 95.0%	1 $0
Q2 2024 Jul 15, 2024	BUY	$455.1 - $504.28 $8,646 - $9,581	19 Added 1900.0%	20 $10,000
Q1 2024 Apr 23, 2024	SELL	$429.43 - $481.35 $858 - $962	-2 Reduced 66.67%	1 $0
Q3 2023 Oct 24, 2023	SELL	$392.7 - $420.68 $22,383 - $23,978	-57 Reduced 95.0%	3 $1,000
Q2 2023 Jul 17, 2023	SELL	$371.44 - $407.28 $1,114 - $1,221	-3 Reduced 4.76%	60 $24,000
Q1 2023 May 01, 2023	BUY	$348.66 - $382.94 $2,789 - $3,063	8 Added 14.55%	63 $23,000
Q3 2022 Nov 04, 2022	SELL	$328.3 - $395.04 $3,939 - $4,740	-12 Reduced 17.91%	55 $18,000
Q2 2022 Jul 19, 2022	BUY	$337.07 - $419.85 $337 - $419	1 Added 1.52%	67 $23,000
Q1 2022 Apr 25, 2022	BUY	$382.7 - $439.25 $18,369 - $21,084	48 Added 266.67%	66 $27,000
Q4 2021 Jan 27, 2022	SELL	$394.21 - $439.01 $15,374 - $17,121	-39 Reduced 68.42%	18 $8,000
Q3 2021 Nov 04, 2021	BUY	$390.68 - $416.73 $22,268 - $23,753	57 New	57 $22,000

Others Institutions Holding VOO

# of Institutions

3,155

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Pfg Private Wealth Management, LLC with notifications on news.

Account

Pfg Private Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History