Wealth Enhancement & Preservation Of Ga, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Sep 22, 2022	SELL	$337.07 - $419.85 $3.4 Million - $4.24 Million	-10,087 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$382.7 - $439.25 $3.86 Million - $4.43 Million	10,087 New	10,087 $4.19 Million
Q4 2021 Feb 02, 2022	SELL	$394.21 - $439.01 $8.99 Million - $10 Million	-22,794 Closed	0 $0
Q3 2021 Oct 19, 2021	BUY	$390.68 - $416.73 $8.91 Million - $9.5 Million	22,794 New	22,794 $8.99 Million
Q1 2021 Apr 21, 2021	SELL	$339.03 - $365.24 $5.4 Million - $5.82 Million	-15,936 Closed	0 $0
Q4 2020 Feb 02, 2021	SELL	$299.82 - $343.69 $3.27 Million - $3.74 Million	-10,894 Reduced 40.6%	15,936 $5.48 Million
Q3 2020 Oct 13, 2020	SELL	$285.37 - $328.74 $5.55 Million - $6.39 Million	-19,444 Reduced 42.02%	26,830 $8.24 Million
Q2 2020 Sep 08, 2020	BUY	$226.15 - $297.17 $10.5 Million - $13.8 Million	46,274 New	46,274 $13.1 Million

Others Institutions Holding VOO

# of Institutions

3,000

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

Vanguard Group Inc Valley Forge, PA

27.6M
Shares

$14.4 Billion
0.27% of portfolio
Raymond James & Associates St Petersburg, FL

23.1M
Shares

$12.1 Billion
7.69% of portfolio
Bank Of America Corp Charlotte, NC

22.9M
Shares

$12 Billion
1.03% of portfolio
Jpmorgan Chase & CO New York, NY

21M
Shares

$11 Billion
0.93% of portfolio
Morgan Stanley New York, NY

19.9M
Shares

$10.4 Billion
0.78% of portfolio

View Full List

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