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 $6.22 Million. This represents 3.04% of its overall portfolio holdings.

Number of Shares

11,254

Previous 11,340 0.76%

Holding current value

$6.22 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

3,155

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

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