Wcg Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Wcg Wealth Advisors LLC

$1.42 Billion
Q4 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 10,109 shares of VOO stock, worth $5.68 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

10,109

Previous 10,452 3.28%

Holding current value

$5.68 Million

Previous $5.52 Million 1.25%

% of portfolio

0.38%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	SELL	$521.84 - $558.82 $178,991 - $191,675	-343 Reduced 3.28%	10,109 $5.45 Million
Q3 2024 Nov 13, 2024	SELL	$475.2 - $527.7 $47,044 - $52,242	-99 Reduced 0.94%	10,452 $5.52 Million
Q2 2024 Aug 12, 2024	BUY	$455.1 - $504.28 $4.8 Million - $5.32 Million	10,551 New	10,551 $5.28 Million
Q4 2023 Feb 08, 2024	SELL	$377.32 - $438.19 $467,876 - $543,355	-1,240 Reduced 3.82%	31,234 $13.6 Million
Q3 2023 Nov 09, 2023	BUY	$392.7 - $420.68 $12.8 Million - $13.7 Million	32,474 New	32,474 $12.8 Million
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $681,550 - $820,103	2,076 Added 60.38%	5,514 $1.81 Million
Q2 2022 Aug 23, 2022	BUY	$337.07 - $419.85 $1.16 Million - $1.44 Million	3,438 New	3,438 $1.19 Million

Others Institutions Holding VOO

# of Institutions

3,498

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

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 Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Account

Wcg Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History