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

Org Wealth Partners, LLC

  • $270 Million
  • Q4 2025

A detailed history of Org Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Org Wealth Partners, LLC holds 941 shares of VOO stock, worth $581,378. This represents 0.22% of its overall portfolio holdings.

Number of Shares
941
Previous 888 5.97%
Holding current value
$581,378
Previous $543,000 7.0%
% of portfolio
0.22%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$600.51 - $631.95 $31,827 - $33,493
53 Added 5.97%
941 $581,000
Q3 2025

Oct 24, 2025
BUY
$567.77 - $614.76 $26,685 - $28,893
47 Added 5.59%
888 $543,000
Q2 2025

Jul 16, 2025
SELL
$456.74 - $568.03 $19,639 - $24,425
-43 Reduced 4.86%
841 $477,000
Q1 2025

Apr 21, 2025
BUY
$507.05 - $563.67 $390,428 - $434,025
770 Added 675.44%
884 $454,000
Q4 2024

Jan 10, 2025
SELL
$521.84 - $558.82 $227,522 - $243,645
-436 Reduced 79.27%
114 $61,000
Q3 2024

Oct 11, 2024
BUY
$475.2 - $527.7 $261,360 - $290,235
550 New
550 $290 Million

About VANGUARD INDEX FDS S&P 500 ETF

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  • Ticker VOO
  • Sector ETFs
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