Strategic Wealth Investment Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Strategic Wealth Investment Group, LLC

  • $876 Million
  • Q3 2024

A detailed history of Strategic Wealth Investment Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 957 shares of VOO stock, worth $521,603. This represents 0.06% of its overall portfolio holdings.

Number of Shares
957
Previous 878 9.0%
Holding current value
$521,603
Previous $439,000 14.81%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$475.2 - $527.7 $37,540 - $41,688
79 Added 9.0%
957 $504,000
Q2 2024

Aug 13, 2024
SELL
$455.1 - $504.28 $161,105 - $178,515
-354 Reduced 28.73%
878 $439,000
Q4 2023

Jan 16, 2024
BUY
$377.32 - $438.19 $464,858 - $539,850
1,232 New
1,232 $538,000
Q2 2023

Jul 17, 2023
BUY
$371.44 - $407.28 $191,291 - $209,749
515 New
515 $209,000
Q2 2022

Aug 08, 2022
BUY
$337.07 - $419.85 $416,281 - $518,514
1,235 New
1,235 $428,000

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

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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