Brandywine Oak Private Wealth LLC Vanguard Index Fds S&P 500 ETF Transaction History

Brandywine Oak Private Wealth LLC

  • $1.03 Billion
  • Q3 2024

A detailed history of Brandywine Oak Private Wealth LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 981 shares of VOO stock, worth $535,272. This represents 0.05% of its overall portfolio holdings.

Number of Shares
981
Previous 976 0.51%
Holding current value
$535,272
Previous $488,000 5.94%
% of portfolio
0.05%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$475.2 - $527.7 $2,376 - $2,638
5 Added 0.51%
981 $517,000
Q1 2024

May 07, 2024
SELL
$429.43 - $481.35 $35,213 - $39,470
-82 Reduced 7.75%
976 $469,000
Q4 2023

Feb 05, 2024
BUY
$377.32 - $438.19 $377 - $438
1 Added 0.09%
1,058 $462,000
Q3 2023

Nov 14, 2023
SELL
$392.7 - $420.68 $93,462 - $100,121
-238 Reduced 18.38%
1,057 $415,000
Q2 2023

Aug 11, 2023
BUY
$371.44 - $407.28 $17,829 - $19,549
48 Added 3.85%
1,295 $527,000
Q1 2023

May 10, 2023
BUY
$348.66 - $382.94 $348 - $382
1 Added 0.08%
1,247 $468,000
Q4 2022

Feb 06, 2023
BUY
$327.64 - $374.54 $83,220 - $95,133
254 Added 25.6%
1,246 $437,000
Q3 2022

Nov 10, 2022
SELL
$328.3 - $395.04 $11,818 - $14,221
-36 Reduced 3.5%
992 $325,000
Q1 2022

May 02, 2022
BUY
$382.7 - $439.25 $60,849 - $69,840
159 Added 18.3%
1,028 $426,000
Q4 2021

Feb 07, 2022
BUY
$394.21 - $439.01 $394 - $439
1 Added 0.12%
869 $394,000
Q3 2021

Oct 18, 2021
BUY
$390.68 - $416.73 $6,250 - $6,667
16 Added 1.88%
868 $342,000
Q2 2021

Aug 09, 2021
BUY
$368.16 - $394.32 $10,308 - $11,040
28 Added 3.4%
852 $335,000
Q4 2020

Feb 08, 2021
BUY
$299.82 - $343.69 $7,795 - $8,935
26 Added 3.26%
824 $283,000
Q3 2020

Oct 16, 2020
BUY
$285.37 - $328.74 $570 - $657
2 Added 0.25%
798 $245,000
Q2 2020

Aug 06, 2020
BUY
$226.15 - $297.17 $180,015 - $236,547
796 New
796 $225,000
Q1 2019

May 09, 2019
SELL
$224.5 - $261.43 $50,288 - $58,560
-224 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
$215.07 - $268.24 $48,175 - $60,085
224 New
224 $51,000

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

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