W.G. Shaheen & Associates Dba Whitney & CO Vanguard Index Fds S&P 500 ETF Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$915 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 09, 2022	BUY	$328.3 - $395.04 $250,164 - $301,020	762 New	762 $250,000
Q4 2018 Feb 07, 2019	SELL	$215.07 - $268.24 $193,778 - $241,684	-901 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$248.79 - $269.75 $214,456 - $232,524	862 Added 2210.26%	901 $232,000
Q1 2018 May 11, 2018	BUY	$236.79 - $263.36 $9,234 - $10,271	39 New	39 $9,000

Others Institutions Holding VOO

# of Institutions

3,148

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

Vanguard Group Inc Valley Forge, PA

30M
Shares

$16.4 Billion
0.29% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$13.1 Billion
1.04% of portfolio
Bank Of America Corp Charlotte, NC

23.4M
Shares

$12.8 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$12.8 Billion
7.64% of portfolio
Morgan Stanley New York, NY

22M
Shares

$12.1 Billion
0.86% of portfolio

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About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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