Ullmann Wealth Partners Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Ullmann Wealth Partners Group, LLC

  • $772 Million
  • Q3 2024

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 952 shares of VOO stock, worth $518,878. This represents 0.07% of its overall portfolio holdings.

Number of Shares
952
Holding current value
$518,878
% of portfolio
0.07%

Shares

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

Oct 15, 2024
BUY
$475.2 - $527.7 $452,390 - $502,370
952 New
952 $502,000
Q4 2023

Jan 11, 2024
BUY
$377.32 - $438.19 $189,791 - $220,409
503 New
503 $219,000
Q2 2021

Jul 09, 2021
SELL
$368.16 - $394.32 $421,911 - $451,890
-1,146 Closed
0 $0
Q1 2021

Apr 14, 2021
BUY
$339.03 - $365.24 $388,528 - $418,565
1,146 New
1,146 $417,000

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
Track This Portfolio

Track Ullmann Wealth Partners Group, LLC Portfolio

Follow Ullmann Wealth Partners Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ullmann Wealth Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ullmann Wealth Partners Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email