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

Family Wealth Partners, LLC

$195 Billion
Q3 2024

A detailed history of Family Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Family Wealth Partners, LLC holds 11,254 shares of VOO stock, worth $6.16 Million. This represents 3.04% of its overall portfolio holdings.

Number of Shares

11,254

Previous 11,340 0.76%

Holding current value

$6.16 Million

Previous $5.67 Billion 4.71%

% of portfolio

3.04%

Previous 2.94%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$475.2 - $527.7 $40,867 - $45,382	-86 Reduced 0.76%	11,254 $5.94 Billion
Q2 2024 Jul 10, 2024	BUY	$455.1 - $504.28 $212,986 - $236,003	468 Added 4.3%	11,340 $5.67 Billion
Q1 2024 Apr 16, 2024	SELL	$429.43 - $481.35 $618,379 - $693,144	-1,440 Reduced 11.7%	10,872 $5.23 Billion
Q4 2023 Mar 20, 2024	BUY	$377.32 - $438.19 $4.65 Million - $5.39 Million	12,312 New	12,312 $5.38 Billion

Others Institutions Holding VOO

# of Institutions

3,148

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

Track This Portfolio

Portfolio Update

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

News

Stay updated on Family Wealth Partners, LLC with notifications on news.

Account

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