A detailed history of Perfromance Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 4,696 shares of VOO stock, worth $2.37 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,696
Previous 4,886 3.89%
Holding current value
$2.37 Million
Previous $2.35 Million -0.0%
% of portfolio
0.09%
Previous 0.1%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$455.1 - $504.28 $86,469 - $95,813
-190 Reduced 3.89%
4,696 $2.35 Million
Q4 2023

Jan 22, 2024

SELL
$377.32 - $438.19 $82,255 - $95,525
-218 Reduced 4.27%
4,886 $2.13 Million
Q3 2023

Oct 30, 2023

SELL
$392.7 - $420.68 $169,253 - $181,313
-431 Reduced 7.79%
5,104 $2 Million
Q2 2023

Jul 13, 2023

BUY
$371.44 - $407.28 $11,143 - $12,218
30 Added 0.54%
5,535 $2.25 Million
Q4 2022

Jan 19, 2023

BUY
$343.59 - $374.54 $25,082 - $27,341
73 Added 1.34%
5,505 $0
Q3 2022

Oct 17, 2022

BUY
$339.63 - $395.04 $30,566 - $35,553
90 Added 1.68%
5,432 $1.78 Million
Q2 2022

Jul 15, 2022

BUY
$337.07 - $419.85 $1.02 Million - $1.28 Million
3,038 Added 131.86%
5,342 $1.85 Million
Q1 2022

Apr 21, 2022

SELL
$382.7 - $439.25 $3,827 - $4,392
-10 Reduced 0.43%
2,304 $957,000
Q4 2021

Feb 03, 2022

BUY
$394.21 - $439.01 $912,201 - $1.02 Million
2,314 New
2,314 $1.01 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Perfromance Wealth Partners, LLC Portfolio

Follow Perfromance Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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