Whitaker Myers Wealth Managers, Ltd. Vanguard Index Fds S&P 500 ETF Transaction History

Whitaker Myers Wealth Managers, Ltd.

$343 Billion
Q4 2024

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 14,536 shares of VOO stock, worth $7.71 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares

14,536

Previous 15,945 8.84%

Holding current value

$7.71 Million

Previous $8.41 Billion 6.91%

% of portfolio

2.28%

Previous 2.8%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$521.84 - $558.82 $735,272 - $787,377	-1,409 Reduced 8.84%	14,536 $7.83 Billion
Q3 2024 Oct 18, 2024	SELL	$475.2 - $527.7 $231,897 - $257,517	-488 Reduced 2.97%	15,945 $8.41 Billion
Q2 2024 Jul 26, 2024	BUY	$455.1 - $504.28 $253,945 - $281,388	558 Added 3.51%	16,433 $8.22 Billion
Q1 2024 Apr 12, 2024	SELL	$429.43 - $481.35 $1.06 Million - $1.18 Million	-2,461 Reduced 13.42%	15,875 $7.63 Billion
Q4 2023 Jan 12, 2024	BUY	$377.32 - $438.19 $90,179 - $104,727	239 Added 1.32%	18,336 $8.01 Billion
Q3 2023 Oct 05, 2023	SELL	$392.7 - $420.68 $129,198 - $138,403	-329 Reduced 1.79%	18,097 $7.11 Billion
Q2 2023 Jul 13, 2023	BUY	$371.44 - $407.28 $17,829 - $19,549	48 Added 0.26%	18,426 $7.5 Billion
Q1 2023 Apr 21, 2023	BUY	$348.66 - $382.94 $638,745 - $701,546	1,832 Added 11.07%	18,378 $6.91 Billion
Q4 2022 Apr 21, 2023	BUY	$327.64 - $374.54 $5.42 Million - $6.2 Million	16,546 New	16,546 $5.81 Billion

Others Institutions Holding VOO

# of Institutions

3,522

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Whitaker Myers Wealth Managers, Ltd. Vanguard Index Fds S&P 500 ETF Transaction History