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

Schwarz Dygos Wheeler Investment Advisors LLC

  • $428 Million
  • Q2 2025

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 1,492 shares of VOO stock, worth $873,595. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,492
Previous 910 63.96%
Holding current value
$873,595
Previous $467,000 81.37%
% of portfolio
0.2%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$456.74 - $568.03 $265,822 - $330,593
582 Added 63.96%
1,492 $847,000
Q1 2025

May 02, 2025
SELL
$507.05 - $563.67 $93,804 - $104,278
-185 Reduced 16.89%
910 $467,000
Q4 2024

Feb 07, 2025
BUY
$521.84 - $558.82 $362,156 - $387,821
694 Added 173.07%
1,095 $589,000
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
3,703
Shares Held
532M
Call Options Held
2.14M
Put Options Held
2.72M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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