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 $221,676. This represents 0.05% of its overall portfolio holdings.

Number of Shares

401

Previous 402 0.25%

Holding current value

$221,676

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

3,155

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 Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.

Account

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