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 $22.6 Million. This represents 7.06% of its overall portfolio holdings.

Number of Shares

41,525

Previous 41,426 0.24%

Holding current value

$22.6 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

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Advisors, Inc. with notifications on news.

Account

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