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 34,057 shares of VOO stock, worth $18.6 Million. This represents 11.57% of its overall portfolio holdings.

Number of Shares
34,057
Previous 33,080 2.95%
Holding current value
$18.6 Million
Previous $16.7 Billion 7.67%
% of portfolio
11.57%
Previous 11.75%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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