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 $220,048. This represents 0.05% of its overall portfolio holdings.

Number of Shares
401
Previous 402 0.25%
Holding current value
$220,048
Previous $201,000 4.98%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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