Wiser Wealth Management, Inc Vanguard Index Fds S&P 500 ETF Transaction History
Wiser Wealth Management, Inc
- $348 Million
- Q3 2024
A detailed history of Wiser Wealth Management, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 219,884 shares of VOO stock, worth $120 Million. This represents 33.39% of its overall portfolio holdings.
Number of Shares
219,884
Previous 221,938
0.93%
Holding current value
$120 Million
Previous $111 Million
4.53%
% of portfolio
33.39%
Previous 34.43%
Shares
10 transactions
Others Institutions Holding VOO
# of Institutions
3,148Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.4 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.1 Billion1.04% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.8 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.8 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$12.1 Billion0.86% of portfolio