Wmg Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Wmg Financial Advisors, LLC

$214 Million
Q1 2025

A detailed history of Wmg Financial Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 4,731 shares of VOO stock, worth $2.52 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

4,731

Previous 4,542 4.16%

Holding current value

$2.52 Million

Previous $2.45 Million 0.65%

% of portfolio

1.14%

Previous 1.14%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$507.05 - $563.67 $95,832 - $106,533	189 Added 4.16%	4,731 $2.43 Million
Q4 2024 Feb 06, 2025	BUY	$521.84 - $558.82 $34,963 - $37,440	67 Added 1.5%	4,542 $2.45 Million
Q2 2024 Jul 30, 2024	BUY	$455.1 - $504.28 $45,965 - $50,932	101 Added 2.31%	4,475 $2.24 Million
Q4 2023 Feb 08, 2024	BUY	$377.32 - $438.19 $4,905 - $5,696	13 Added 0.3%	4,374 $1.91 Million
Q2 2023 Aug 03, 2023	BUY	$371.44 - $407.28 $30,086 - $32,989	81 Added 1.89%	4,361 $1.78 Million
Q1 2023 Apr 18, 2023	SELL	$348.66 - $382.94 $28,241 - $31,018	-81 Reduced 1.86%	4,280 $1.61 Million
Q4 2022 Feb 10, 2023	SELL	$327.64 - $374.54 $1,965 - $2,247	-6 Reduced 0.14%	4,361 $1.53 Million
Q3 2022 Oct 18, 2022	SELL	$328.3 - $395.04 $8,207 - $9,876	-25 Reduced 0.57%	4,367 $1.43 Million
Q1 2022 Apr 18, 2022	BUY	$382.7 - $439.25 $9,567 - $10,981	25 Added 0.57%	4,392 $1.82 Million
Q4 2021 Feb 14, 2022	BUY	$394.21 - $439.01 $1.72 Million - $1.92 Million	4,367 New	4,367 $1.91 Million

Others Institutions Holding VOO

# of Institutions

3,632

Shares Held

526M

Call Options Held

2.1M

Put Options Held

1.61M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Wmg Financial Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History