Independent Family Office, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Independent Family Office, LLC

$197 Million
Q3 2024

A detailed history of Independent Family Office, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Independent Family Office, LLC holds 14,848 shares of VOO stock, worth $8.23 Million. This represents 3.97% of its overall portfolio holdings.

Number of Shares

14,848

Previous 13,442 10.46%

Holding current value

$8.23 Million

Previous $6.72 Million 16.54%

% of portfolio

3.97%

Previous 3.85%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$475.2 - $527.7 $668,131 - $741,946	1,406 Added 10.46%	14,848 $7.83 Million
Q2 2024 Aug 14, 2024	BUY	$455.1 - $504.28 $1.4 Million - $1.55 Million	3,068 Added 29.57%	13,442 $6.72 Million
Q1 2024 Apr 29, 2024	BUY	$429.43 - $481.35 $191,955 - $215,163	447 Added 4.5%	10,374 $4.99 Million
Q4 2023 Jan 30, 2024	BUY	$377.32 - $438.19 $333,928 - $387,798	885 Added 9.79%	9,927 $4.34 Million
Q3 2023 Nov 01, 2023	BUY	$392.7 - $420.68 $77,361 - $82,873	197 Added 2.23%	9,042 $3.55 Million
Q1 2023 May 04, 2023	BUY	$348.66 - $382.94 $657,572 - $722,224	1,886 Added 27.1%	8,845 $3.33 Million
Q4 2022 Feb 09, 2023	BUY	$327.64 - $374.54 $547,814 - $626,230	1,672 Added 31.62%	6,959 $2.44 Million
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $193,368 - $232,678	589 Added 12.54%	5,287 $1.74 Million
Q2 2022 Aug 01, 2022	BUY	$337.07 - $419.85 $1.14 Million - $1.42 Million	3,380 Added 256.45%	4,698 $1.63 Million
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $504,398 - $578,931	1,318 New	1,318 $547,000

Others Institutions Holding VOO

# of Institutions

3,193

Shares Held

390M

Call Options Held

2.09M

Put Options Held

2.68M

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About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Independent Family Office, LLC Vanguard Index Fds S&P 500 ETF Transaction History