Crown Wealth Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Crown Wealth Group, LLC

$221 Million
Q4 2024

A detailed history of Crown Wealth Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Crown Wealth Group, LLC holds 878 shares of VOO stock, worth $488,738. This represents 0.21% of its overall portfolio holdings.

Number of Shares

878

Previous 684 28.36%

Holding current value

$488,738

Previous $360,000 31.39%

% of portfolio

0.21%

Previous 0.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$521.84 - $558.82 $101,236 - $108,411	194 Added 28.36%	878 $473,000
Q2 2024 Jul 26, 2024	SELL	$455.1 - $504.28 $77,822 - $86,231	-171 Reduced 20.0%	684 $342,000
Q1 2024 May 01, 2024	BUY	$429.43 - $481.35 $158,889 - $178,099	370 Added 76.29%	855 $410,000
Q4 2023 Jan 23, 2024	SELL	$377.32 - $438.19 $492,779 - $572,276	-1,306 Reduced 72.92%	485 $211,000
Q3 2023 Oct 25, 2023	BUY	$392.7 - $420.68 $703,325 - $753,437	1,791 New	1,791 $703,000
Q1 2023 Apr 28, 2023	SELL	$348.66 - $382.94 $4,183 - $4,595	-12 Reduced 0.55%	2,179 $819,000
Q4 2022 Feb 09, 2023	SELL	$327.64 - $374.54 $12,122 - $13,857	-37 Reduced 1.66%	2,191 $769,000
Q3 2022 Oct 21, 2022	BUY	$328.3 - $395.04 $14,773 - $17,776	45 Added 2.06%	2,228 $731,000
Q2 2022 Jul 25, 2022	SELL	$337.07 - $419.85 $68,088 - $84,809	-202 Reduced 8.47%	2,183 $757,000
Q1 2022 Jul 13, 2022	BUY	$382.7 - $439.25 $393,798 - $451,988	1,029 Added 75.88%	2,385 $990,000
Q4 2021 Jul 13, 2022	BUY	$394.21 - $439.01 $534,548 - $595,297	1,356 New	1,356 $592,000

Others Institutions Holding VOO

# of Institutions

3,364

Shares Held

440M

Call Options Held

2.07M

Put Options Held

2.55M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Crown Wealth Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History