Waterford Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Waterford Advisors, LLC
- $196 Million
- Q3 2024
A detailed history of Waterford Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Waterford Advisors, LLC holds 592 shares of VOO stock, worth $322,663. This represents 0.16% of its overall portfolio holdings.
Number of Shares
592
Previous 596
0.67%
Holding current value
$322,663
Previous $298,000
4.7%
% of portfolio
0.16%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding VOO
# of Institutions
3,155Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.4 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13 Billion1.04% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.8 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.7 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$12 Billion0.86% of portfolio