Smallwood Wealth Investment Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Smallwood Wealth Investment Management, LLC

$137 Million
Q3 2024

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 2,209 shares of VOO stock, worth $1.21 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

2,209

Previous 2,203 0.27%

Holding current value

$1.21 Million

Previous $1.1 Million 5.81%

% of portfolio

0.85%

Previous 0.87%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$475.2 - $527.7 $2,851 - $3,166	6 Added 0.27%	2,209 $1.17 Million
Q4 2023 Jan 23, 2024	BUY	$377.32 - $438.19 $24,525 - $28,482	65 Added 3.04%	2,203 $962,000
Q3 2023 Oct 31, 2023	SELL	$392.7 - $420.68 $194,779 - $208,657	-496 Reduced 18.83%	2,138 $839,000
Q2 2023 Jul 17, 2023	BUY	$371.44 - $407.28 $111,060 - $121,776	299 Added 12.81%	2,634 $1.07 Million
Q4 2022 Feb 14, 2023	SELL	$327.64 - $374.54 $42,593 - $48,690	-130 Reduced 5.27%	2,335 $820,000
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $28,562 - $34,368	87 Added 3.66%	2,465 $809,000
Q4 2021 Apr 05, 2022	BUY	$394.21 - $439.01 $937,431 - $1.04 Million	2,378 New	2,378 $1.04 Million

Others Institutions Holding VOO

# of Institutions

3,150

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

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Smallwood Wealth Investment Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History