Core Wealth Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Core Wealth Advisors, Inc.

$310 Million
Q3 2024

A detailed history of Core Wealth Advisors, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 41,525 shares of VOO stock, worth $22.7 Million. This represents 7.06% of its overall portfolio holdings.

Number of Shares

41,525

Previous 41,426 0.24%

Holding current value

$22.7 Million

Previous $20.7 Million 5.76%

% of portfolio

7.06%

Previous 7.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$475.2 - $527.7 $47,044 - $52,242	99 Added 0.24%	41,525 $21.9 Million
Q2 2024 Aug 15, 2024	BUY	$455.1 - $504.28 $108,768 - $120,522	239 Added 0.58%	41,426 $20.7 Million
Q1 2024 May 15, 2024	SELL	$429.43 - $481.35 $918,980 - $1.03 Million	-2,140 Reduced 4.94%	41,187 $19.8 Million
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $61,880 - $71,863	164 Added 0.38%	43,327 $18.9 Million
Q3 2023 Nov 13, 2023	BUY	$392.7 - $420.68 $384,453 - $411,845	979 Added 2.32%	43,163 $17 Million
Q2 2023 Aug 14, 2023	SELL	$371.44 - $407.28 $15.6 Million - $17.1 Million	-41,985 Reduced 49.88%	42,184 $17.2 Million
Q1 2023 Apr 27, 2023	SELL	$348.66 - $382.94 $2.46 Million - $2.71 Million	-7,064 Reduced 7.74%	84,169 $31.7 Million
Q4 2022 Feb 14, 2023	BUY	$327.64 - $374.54 $29.9 Million - $34.2 Million	91,233 New	91,233 $32.1 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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Core Wealth Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History