Vestia Personal Wealth Advisors Vanguard Index Fds S&P 500 ETF Transaction History
Vestia Personal Wealth Advisors
- $121 Billion
- Q4 2024
A detailed history of Vestia Personal Wealth Advisors transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Vestia Personal Wealth Advisors holds 7,330 shares of VOO stock, worth $4 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
7,330
Previous 6,470
13.29%
Holding current value
$4 Million
Previous $3.41 Billion
15.69%
% of portfolio
3.25%
Previous 3.22%
Shares
3 transactions
Others Institutions Holding VOO
# of Institutions
3,522Shares Held
474MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$17.8 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$14.4 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$13.1 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.9 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio