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

Wheelhouse Advisory Group LLC

$130 Billion
Q1 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 31,948 shares of VOO stock, worth $16.1 Million. This represents 11.79% of its overall portfolio holdings.

Number of Shares

31,948

Previous 30,264 5.56%

Holding current value

$16.1 Million

Previous $13.2 Billion 16.17%

% of portfolio

11.79%

Previous 11.54%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

2,884

Shares Held

360M

Call Options Held

2.32M

Put Options Held

2.09M

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 Wheelhouse Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wheelhouse Advisory Group LLC with notifications on news.

Account

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