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

Org Wealth Partners, LLC

  • $221 Million
  • Q1 2025

A detailed history of Org Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 884 shares of VOO stock, worth $508,494. This represents 0.21% of its overall portfolio holdings.

Number of Shares
884
Previous 114 675.44%
Holding current value
$508,494
Previous $61,000 644.26%
% of portfolio
0.21%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$507.05 - $563.67 $390,428 - $434,025
770 Added 675.44%
884 $454,000
Q4 2024

Jan 10, 2025
SELL
$521.84 - $558.82 $227,522 - $243,645
-436 Reduced 79.27%
114 $61,000
Q3 2024

Oct 11, 2024
BUY
$475.2 - $527.7 $261,360 - $290,235
550 New
550 $290 Million

Others Institutions Holding VOO

# of Institutions
3,640
Shares Held
526M
Call Options Held
2.1M
Put Options Held
1.61M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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