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

Family Wealth Group, LLC

  • $92.4 Million
  • Q2 2024

A detailed history of Family Wealth Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 33,952 shares of VOO stock, worth $18.6 Million. This represents 18.38% of its overall portfolio holdings.

Number of Shares
33,952
Previous 35,088 3.24%
Holding current value
$18.6 Million
Previous $16.9 Million 0.68%
% of portfolio
18.38%
Previous 19.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$455.1 - $504.28 $516,993 - $572,862
-1,136 Reduced 3.24%
33,952 $17 Million
Q1 2024

Aug 14, 2024
SELL
$429.43 - $481.35 $222,444 - $249,339
-518 Reduced 1.45%
35,088 $16.9 Million
Q4 2023

Feb 14, 2024
BUY
$377.32 - $438.19 $13.4 Million - $15.6 Million
35,606 New
35,606 $15.6 Million

Others Institutions Holding VOO

# of Institutions
3,076
Shares Held
383M
Call Options Held
1.17M
Put Options Held
1.02M
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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