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

Private Wealth Management Group, LLC

$253 Billion
Q3 2024

A detailed history of Private Wealth Management Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 254 shares of VOO stock, worth $138,440. This represents 0.05% of its overall portfolio holdings.

Number of Shares

254

Previous 455 44.18%

Holding current value

$138,440

Previous $227 Million 41.1%

% of portfolio

0.05%

Previous 0.1%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 29, 2024	SELL	$475.2 - $527.7 $95,515 - $106,067	-201 Reduced 44.18%	254 $134 Million
Q2 2024 Aug 13, 2024	BUY	$455.1 - $504.28 $207,070 - $229,447	455 New	455 $227 Million

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 Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

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

Account

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