Hudson Value Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Hudson Value Partners, LLC

$4.93 Billion
Q4 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	SELL	$521.84 - $558.82 $52,184 - $55,882	-100 Reduced 6.11%	1,537 $828,000
Q2 2024 Jul 29, 2024	SELL	$455.1 - $504.28 $10,467 - $11,598	-23 Reduced 1.39%	1,637 $818,000
Q1 2024 May 08, 2024	SELL	$429.43 - $481.35 $3,006 - $3,369	-7 Reduced 0.42%	1,660 $797,000
Q4 2023 Feb 09, 2024	BUY	$377.32 - $438.19 $26,412 - $30,673	70 Added 4.38%	1,667 $728,000
Q3 2023 Nov 02, 2023	BUY	$392.7 - $420.68 $19,635 - $21,034	50 Added 3.23%	1,597 $627,000
Q2 2023 Aug 02, 2023	BUY	$371.44 - $407.28 $145,975 - $160,061	393 Added 34.06%	1,547 $630,000
Q1 2023 May 09, 2023	BUY	$348.66 - $382.94 $19,873 - $21,827	57 Added 5.2%	1,154 $433,000
Q3 2022 Nov 07, 2022	SELL	$328.3 - $395.04 $65,660 - $79,008	-200 Reduced 15.42%	1,097 $360,000
Q2 2022 Jul 29, 2022	SELL	$337.07 - $419.85 $8,763 - $10,916	-26 Reduced 1.97%	1,297 $450,000
Q1 2022 Apr 14, 2022	SELL	$382.7 - $439.25 $8,419 - $9,663	-22 Reduced 1.64%	1,323 $549,000
Q3 2021 Oct 29, 2021	BUY	$390.68 - $416.73 $258,239 - $275,458	661 Added 96.64%	1,345 $530,000
Q2 2021 Jul 09, 2021	BUY	$368.16 - $394.32 $251,821 - $269,714	684 New	684 $269,000

Others Institutions Holding VOO

# of Institutions

3,547

Shares Held

473M

Call Options Held

2.36M

Put Options Held

2.13M

Vanguard Group Inc Valley Forge, PA

32.5M
Shares

$16.6 Billion
0.31% of portfolio
Raymond James Financial Inc St. Petersburg, FL

26.4M
Shares

$13.5 Billion
5.4% of portfolio
Bank Of America Corp Charlotte, NC

23.9M
Shares

$12.2 Billion
1.1% of portfolio
Jpmorgan Chase & CO New York, NY

23.6M
Shares

$12.1 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$12 Billion
7.64% of portfolio

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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