Twin Peaks Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Twin Peaks Wealth Advisors, LLC

$217 Billion
Q3 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 1,881 shares of VOO stock, worth $1.03 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

1,881

Previous 3,605 47.82%

Holding current value

$1.03 Million

Previous $1.8 Billion 44.93%

% of portfolio

0.46%

Previous 0.9%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$475.2 - $527.7 $819,244 - $909,754	-1,724 Reduced 47.82%	1,881 $993 Million
Q2 2024 Jul 31, 2024	BUY	$455.1 - $504.28 $1.11 Million - $1.23 Million	2,447 Added 211.31%	3,605 $1.8 Billion
Q1 2024 Apr 23, 2024	BUY	$429.43 - $481.35 $111,651 - $125,151	260 Added 28.95%	1,158 $557 Million
Q4 2023 Jan 17, 2024	BUY	$377.32 - $438.19 $338,833 - $393,494	898 New	898 $392 Million

Others Institutions Holding VOO

# of Institutions

3,148

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

More about VOO

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Twin Peaks Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History