Schwarz Dygos Wheeler Investment Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$392 Million
Q3 2024

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 401 shares of VOO stock, worth $219,535. This represents 0.05% of its overall portfolio holdings.

Number of Shares

401

Previous 402 0.25%

Holding current value

$219,535

Previous $201,000 4.98%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$475.2 - $527.7 $475 - $527	-1 Reduced 0.25%	401 $211,000
Q2 2024 Aug 02, 2024	SELL	$455.1 - $504.28 $138,350 - $153,301	-304 Reduced 43.06%	402 $201,000
Q1 2024 May 03, 2024	BUY	$429.43 - $481.35 $303,177 - $339,833	706 New	706 $339,000
Q1 2020 Apr 14, 2020	SELL	$204.27 - $310.92 $1.02 Million - $1.55 Million	-5,000 Closed	0 $0
Q2 2019 Nov 15, 2019	SELL	$252.12 - $271.73 $1.26 Million - $1.36 Million	-5,000 Reduced 50.0%	5,000 $1.35 Million
Q1 2019 Nov 15, 2019	BUY	$224.5 - $261.43 $2.25 Million - $2.61 Million	10,000 New	10,000 $2.6 Million

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

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Schwarz Dygos Wheeler Investment Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History