Wealth Management Resources, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Wealth Management Resources, Inc.

$250 Million
Q3 2024

A detailed history of Wealth Management Resources, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 3,779 shares of VOO stock, worth $2.1 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

3,779

Previous 3,203 17.98%

Holding current value

$2.1 Million

Previous $1.6 Million 24.55%

% of portfolio

0.8%

Previous 0.69%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$475.2 - $527.7 $273,715 - $303,955	576 Added 17.98%	3,779 $1.99 Million
Q2 2024 Jul 17, 2024	BUY	$455.1 - $504.28 $483,771 - $536,049	1,063 Added 49.67%	3,203 $1.6 Million
Q1 2024 Apr 19, 2024	SELL	$429.43 - $481.35 $216,432 - $242,600	-504 Reduced 19.06%	2,140 $1.03 Million
Q4 2023 Jan 19, 2024	BUY	$377.32 - $438.19 $79,614 - $92,458	211 Added 8.67%	2,644 $1.15 Million
Q2 2023 Jul 11, 2023	BUY	$371.44 - $407.28 $607,304 - $665,902	1,635 Added 204.89%	2,433 $990,000
Q1 2023 Apr 10, 2023	SELL	$348.66 - $382.94 $427,108 - $469,101	-1,225 Reduced 60.55%	798 $300,000
Q4 2021 Feb 10, 2022	BUY	$394.21 - $439.01 $797,486 - $888,117	2,023 New	2,023 $883,000

Others Institutions Holding VOO

# of Institutions

3,154

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Wealth Management Resources, Inc. Vanguard Index Fds S&P 500 ETF Transaction History