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

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Concord Wealth Partners holds 634 shares of VOO stock, worth $345,555. This represents 0.06% of its overall portfolio holdings.

Number of Shares
634
Previous 522 21.46%
Holding current value
$345,555
Previous $261,000 27.97%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 24, 2024
BUY
$475.2 - $527.7 $53,222 - $59,102
112 Added 21.46%
634 $334,000
Q1 2024

Apr 30, 2024
BUY
$429.43 - $481.35 $8,588 - $9,627
20 Added 3.98%
522 $250,000
Q4 2023

Apr 30, 2024
BUY
$377.32 - $438.19 $47,542 - $55,211
126 Added 33.51%
502 $219,000
Q4 2023

Feb 05, 2024
BUY
$377.32 - $438.19 $47,542 - $55,211
126 Added 33.51%
502 $219,000
Q3 2023

Apr 30, 2024
SELL
$392.7 - $420.68 $49,480 - $53,005
-126 Reduced 25.1%
376 $147,000
Q3 2023

Oct 25, 2023
BUY
$392.7 - $420.68 $88,357 - $94,653
225 Added 149.01%
376 $147,000
Q2 2023

Aug 07, 2023
BUY
$371.44 - $407.28 $20,800 - $22,807
56 Added 58.95%
151 $61,000
Q1 2023

Apr 26, 2023
BUY
$348.66 - $382.94 $348 - $382
1 Added 1.06%
95 $35,000
Q4 2022

Jan 27, 2023
BUY
$327.64 - $374.54 $30,798 - $35,206
94 New
94 $33,000
Q2 2022

Aug 04, 2022
BUY
$337.07 - $419.85 $12,471 - $15,534
37 Added 82.22%
82 $28,000
Q1 2022

Apr 20, 2022
BUY
$382.7 - $439.25 $3,827 - $4,392
10 Added 28.57%
45 $19,000
Q4 2021

Jan 21, 2022
BUY
$394.21 - $439.01 $11,432 - $12,731
29 Added 483.33%
35 $15,000
Q2 2021

Jul 29, 2021
SELL
$368.16 - $394.32 $4,417 - $4,731
-12 Reduced 66.67%
6 $2,000
Q1 2021

May 13, 2021
BUY
$339.03 - $365.24 $6,102 - $6,574
18 New
18 $7,000

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

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