Wheelhouse Advisory Group LLC Vanguard Index Fds S&P 500 ETF Transaction History

Wheelhouse Advisory Group LLC

$168 Billion
Q4 2024

A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 35,201 shares of VOO stock, worth $19.5 Million. This represents 11.26% of its overall portfolio holdings.

Number of Shares

35,201

Previous 34,057 3.36%

Holding current value

$19.5 Million

Previous $18 Billion 5.54%

% of portfolio

11.26%

Previous 11.57%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$521.84 - $558.82 $596,984 - $639,290	1,144 Added 3.36%	35,201 $19 Billion
Q3 2024 Oct 29, 2024	BUY	$475.2 - $527.7 $464,270 - $515,562	977 Added 2.95%	34,057 $18 Billion
Q2 2024 Jul 18, 2024	BUY	$455.1 - $504.28 $515,173 - $570,844	1,132 Added 3.54%	33,080 $16.7 Billion
Q1 2024 Apr 23, 2024	BUY	$429.43 - $481.35 $723,160 - $810,593	1,684 Added 5.56%	31,948 $15.4 Billion
Q4 2023 Jan 31, 2024	BUY	$377.32 - $438.19 $11.4 Million - $13.3 Million	30,264 New	30,264 $13.2 Billion

Others Institutions Holding VOO

# of Institutions

3,436

Shares Held

464M

Call Options Held

2.12M

Put Options Held

2.65M

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About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Wheelhouse Advisory Group LLC Vanguard Index Fds S&P 500 ETF Transaction History