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 $1.18 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,126

Previous 861 146.92%

Holding current value

$1.18 Million

Previous $430,000 160.7%

% of portfolio

0.14%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,154

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

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