Ulrich Consultants & Investment Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Ulrich Consultants & Investment Group, LLC

$41.4 Million
Q2 2023

A detailed history of Ulrich Consultants & Investment Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Ulrich Consultants & Investment Group, LLC holds 26,545 shares of VOO stock, worth $14.5 Million. This represents 26.13% of its overall portfolio holdings.

Number of Shares

26,545

Previous 25,101 5.75%

Holding current value

$14.5 Million

Previous $9.44 Million 14.54%

% of portfolio

26.13%

Previous 19.72%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 04, 2023	BUY	$371.44 - $407.28 $536,359 - $588,112	1,444 Added 5.75%	26,545 $10.8 Million
Q1 2023 Apr 26, 2023	SELL	$348.66 - $382.94 $36,609 - $40,208	-105 Reduced 0.42%	25,101 $9.44 Million
Q4 2022 Feb 02, 2023	BUY	$327.64 - $374.54 $1.84 Million - $2.1 Million	5,619 Added 28.69%	25,206 $8.86 Million
Q3 2022 Nov 07, 2022	BUY	$328.3 - $395.04 $435,325 - $523,823	1,326 Added 7.26%	19,587 $6.43 Million
Q2 2022 Aug 11, 2022	BUY	$337.07 - $419.85 $6.16 Million - $7.67 Million	18,261 New	18,261 $6.33 Million

Others Institutions Holding VOO

# of Institutions

3,148

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 Ulrich Consultants & Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ulrich Consultants & Investment Group, LLC with notifications on news.

Account

Ulrich Consultants & Investment Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History