Core Wealth Partners LLC Vanguard Index Fds S&P 500 ETF Transaction History

Core Wealth Partners LLC

$165 Billion
Q3 2024

A detailed history of Core Wealth Partners LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Core Wealth Partners LLC holds 3,794 shares of VOO stock, worth $2.04 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

3,794

Previous 3,902 2.77%

Holding current value

$2.04 Million

Previous $1.95 Billion 2.58%

% of portfolio

1.21%

Previous 1.33%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$475.2 - $527.7 $51,321 - $56,991	-108 Reduced 2.77%	3,794 $2 Billion
Q2 2024 Aug 13, 2024	BUY	$455.1 - $504.28 $249,849 - $276,849	549 Added 16.37%	3,902 $1.95 Billion
Q1 2024 Apr 19, 2024	SELL	$429.43 - $481.35 $858 - $962	-2 Reduced 0.06%	3,353 $1.61 Billion
Q4 2022 Feb 13, 2023	BUY	$327.64 - $374.54 $1.1 Million - $1.26 Million	3,355 New	3,355 $1.18 Billion

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Core Wealth Partners LLC Vanguard Index Fds S&P 500 ETF Transaction History