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

Crestmont Private Wealth LLC

$208 Billion
Q2 2024

A detailed history of Crestmont Private Wealth LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Crestmont Private Wealth LLC holds 84,864 shares of VOO stock, worth $42.8 Million. This represents 20.45% of its overall portfolio holdings.

Number of Shares

84,864

Previous 91,039 6.78%

Holding current value

$42.8 Million

Previous $43.8 Billion 3.02%

% of portfolio

20.45%

Previous 21.72%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	SELL	$455.1 - $504.28 $2.81 Million - $3.11 Million	-6,175 Reduced 6.78%	84,864 $42.4 Billion
Q1 2024 Apr 11, 2024	SELL	$429.43 - $481.35 $2.49 Million - $2.79 Million	-5,802 Reduced 5.99%	91,039 $43.8 Billion
Q4 2023 Jan 11, 2024	BUY	$377.32 - $438.19 $2.9 Million - $3.37 Million	7,686 Added 8.62%	96,841 $42.3 Billion
Q3 2023 Oct 11, 2023	BUY	$392.7 - $420.68 $986,855 - $1.06 Million	2,513 Added 2.9%	89,155 $35 Billion
Q2 2023 Jul 07, 2023	BUY	$371.44 - $407.28 $2 Million - $2.19 Million	5,389 Added 6.63%	86,642 $35.3 Billion

Q1 2023 Apr 06, 2023	SELL	$348.66 - $382.94 $122,031 - $134,029	-350 Reduced 0.43%	81,253 $30.6 Billion
Q4 2022 Jan 06, 2023	BUY	$343.59 - $374.54 $205,466 - $223,974	598 Added 0.74%	81,603 $0
Q3 2022 Oct 07, 2022	BUY	$339.63 - $395.04 $3.65 Million - $4.24 Million	10,735 Added 15.28%	81,005 $26.6 Million
Q2 2022 Jul 13, 2022	BUY	$337.07 - $419.85 $811,664 - $1.01 Million	2,408 Added 3.55%	70,270 $24.4 Million
Q1 2022 Apr 26, 2022	BUY	$382.7 - $439.25 $716,414 - $822,276	1,872 Added 2.84%	67,862 $28.2 Million
Q4 2021 Jan 05, 2022	BUY	$394.21 - $439.01 $26 Million - $29 Million	65,990 New	65,990 $28.8 Million

Others Institutions Holding VOO

# of Institutions

2,900

Shares Held

361M

Call Options Held

2.32M

Put Options Held

2.05M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Crestmont Private Wealth LLC Vanguard Index Fds S&P 500 ETF Transaction History