Falcon Wealth Planning Vanguard Index Fds S&P 500 ETF Transaction History

Falcon Wealth Planning

  • $798 Million
  • Q3 2024

A detailed history of Falcon Wealth Planning transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 2,126 shares of VOO stock, worth $1.14 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,126
Previous 861 146.92%
Holding current value
$1.14 Million
Previous $430,000 160.7%
% of portfolio
0.14%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$475.2 - $527.7 $601,128 - $667,540
1,265 Added 146.92%
2,126 $1.12 Million
Q2 2024

Jul 16, 2024
SELL
$455.1 - $504.28 $264,413 - $292,986
-581 Reduced 40.29%
861 $430,000
Q1 2024

Apr 15, 2024
BUY
$429.43 - $481.35 $223,303 - $250,302
520 Added 56.4%
1,442 $693,000
Q4 2023

Jan 10, 2024
BUY
$377.32 - $438.19 $96,971 - $112,614
257 Added 38.65%
922 $402,000
Q3 2023

Oct 05, 2023
BUY
$392.7 - $420.68 $261,145 - $279,752
665 New
665 $261,000

Others Institutions Holding VOO

# of Institutions
3,145
Shares Held
395M
Call Options Held
2.09M
Put Options Held
2.68M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Falcon Wealth Planning Portfolio

Follow Falcon Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Falcon Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email