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

Perfromance Wealth Partners, LLC

$3.09 Billion
Q4 2024

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 5,032 shares of VOO stock, worth $2.67 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,032

Previous 5,307 5.18%

Holding current value

$2.67 Million

Previous $2.8 Million 3.18%

% of portfolio

0.09%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$521.84 - $558.82 $143,506 - $153,675	-275 Reduced 5.18%	5,032 $2.71 Million
Q3 2024 Oct 10, 2024	BUY	$475.2 - $527.7 $290,347 - $322,424	611 Added 13.01%	5,307 $2.8 Million
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	$327.64 - $374.54 $23,917 - $27,341	73 Added 1.34%	5,505 $0
Q3 2022 Oct 17, 2022	BUY	$328.3 - $395.04 $29,547 - $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

# of Institutions

3,523

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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