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

Core Wealth Partners LLC

  • $174 Billion
  • Q4 2024

A detailed history of Core Wealth Partners LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Core Wealth Partners LLC holds 3,684 shares of VOO stock, worth $2.07 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
3,684
Previous 3,794 2.9%
Holding current value
$2.07 Million
Previous $2 Billion 0.84%
% of portfolio
1.14%
Previous 1.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$521.84 - $558.82 $57,402 - $61,470
-110 Reduced 2.9%
3,684 $1.99 Billion
Q3 2024

Nov 04, 2024
SELL
$475.2 - $527.7 $51,321 - $56,991
-108 Reduced 2.77%
3,794 $2 Billion
Q2 2024

Aug 13, 2024
BUY
$455.1 - $504.28 $249,849 - $276,849
549 Added 16.37%
3,902 $1.95 Billion
Q1 2024

Apr 19, 2024
SELL
$429.43 - $481.35 $858 - $962
-2 Reduced 0.06%
3,353 $1.61 Billion
Q4 2022

Feb 13, 2023
BUY
$327.64 - $374.54 $1.1 Million - $1.26 Million
3,355 New
3,355 $1.18 Billion

Others Institutions Holding VOO

# of Institutions
3,507
Shares Held
476M
Call Options Held
2.36M
Put Options Held
2.13M
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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