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

Principle Wealth Partners LLC

$1.35 Billion
Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Principle Wealth Partners LLC holds 5,077 shares of VOO stock, worth $2.82 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,077

Previous 5,086 0.18%

Holding current value

$2.82 Million

Previous $2.68 Million 1.94%

% of portfolio

0.2%

Previous 0.2%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$521.84 - $558.82 $4,696 - $5,029	-9 Reduced 0.18%	5,077 $2.74 Million
Q3 2024 Nov 13, 2024	SELL	$475.2 - $527.7 $4,752 - $5,277	-10 Reduced 0.2%	5,086 $2.68 Million
Q2 2024 Aug 13, 2024	SELL	$455.1 - $504.28 $23,210 - $25,718	-51 Reduced 0.99%	5,096 $2.55 Million
Q1 2024 Apr 23, 2024	SELL	$429.43 - $481.35 $26,624 - $29,843	-62 Reduced 1.19%	5,147 $2.47 Million
Q4 2023 Feb 05, 2024	BUY	$377.32 - $438.19 $29,808 - $34,617	79 Added 1.54%	5,209 $2.28 Million
Q3 2023 Nov 01, 2023	BUY	$392.7 - $420.68 $392 - $420	1 Added 0.02%	5,130 $2.01 Million
Q2 2023 Jul 31, 2023	SELL	$371.44 - $407.28 $2,228 - $2,443	-6 Reduced 0.12%	5,129 $2.09 Million
Q1 2023 May 10, 2023	SELL	$348.66 - $382.94 $259,054 - $284,524	-743 Reduced 12.64%	5,135 $1.93 Million
Q4 2022 Feb 02, 2023	SELL	$327.64 - $374.54 $102,878 - $117,605	-314 Reduced 5.07%	5,878 $2.07 Million
Q3 2022 Nov 14, 2022	SELL	$328.3 - $395.04 $74,852 - $90,069	-228 Reduced 3.55%	6,192 $2.03 Million
Q2 2022 Aug 02, 2022	BUY	$337.07 - $419.85 $467,853 - $582,751	1,388 Added 27.58%	6,420 $2.23 Million
Q1 2022 May 12, 2022	BUY	$382.7 - $439.25 $79,601 - $91,364	208 Added 4.31%	5,032 $2.09 Million
Q4 2021 Feb 11, 2022	BUY	$394.21 - $439.01 $1.05 Million - $1.16 Million	2,652 Added 122.1%	4,824 $2.11 Million
Q3 2021 Nov 16, 2021	BUY	$390.68 - $416.73 $3,516 - $3,750	9 Added 0.42%	2,172 $857,000
Q2 2021 Aug 13, 2021	SELL	$368.16 - $394.32 $22,089 - $23,659	-60 Reduced 2.7%	2,163 $851,000
Q1 2021 May 18, 2021	BUY	$339.03 - $365.24 $65,093 - $70,126	192 Added 9.45%	2,223 $810,000
Q4 2020 Feb 16, 2021	BUY	$299.82 - $343.69 $608,934 - $698,034	2,031 New	2,031 $698,000
Q3 2020 Nov 16, 2020	SELL	$285.37 - $328.74 $114,433 - $131,824	-401 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$226.15 - $297.17 $90,686 - $119,165	401 New	401 $114,000

Others Institutions Holding VOO

# of Institutions

3,242

Shares Held

401M

Call Options Held

2.09M

Put Options Held

2.68M

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About VANGUARD INDEX FDS S&P 500 ETF

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