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

Ridgecrest Wealth Partners, LLC

$190 Million
Q3 2024

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 13,935 shares of VOO stock, worth $7.5 Million. This represents 3.87% of its overall portfolio holdings.

Number of Shares

13,935

Previous 13,379 4.16%

Holding current value

$7.5 Million

Previous $6.69 Million 9.89%

% of portfolio

3.87%

Previous 4.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$475.2 - $527.7 $264,211 - $293,401	556 Added 4.16%	13,935 $7.35 Million
Q2 2024 Aug 05, 2024	BUY	$455.1 - $504.28 $106,948 - $118,505	235 Added 1.79%	13,379 $6.69 Million
Q1 2024 Apr 17, 2024	SELL	$429.43 - $481.35 $50,672 - $56,799	-118 Reduced 0.89%	13,144 $6.32 Million
Q4 2023 Jan 09, 2024	BUY	$377.32 - $438.19 $198,093 - $230,049	525 Added 4.12%	13,262 $5.79 Million
Q3 2023 Oct 25, 2023	SELL	$392.7 - $420.68 $36,913 - $39,543	-94 Reduced 0.73%	12,737 $5 Million
Q2 2023 Jul 31, 2023	SELL	$371.44 - $407.28 $215,435 - $236,222	-580 Reduced 4.32%	12,831 $5.23 Million
Q1 2023 Apr 24, 2023	BUY	$348.66 - $382.94 $25,800 - $28,337	74 Added 0.55%	13,411 $5.04 Million
Q4 2022 Jan 26, 2023	BUY	$327.64 - $374.54 $469,835 - $537,090	1,434 Added 12.05%	13,337 $0
Q3 2022 Oct 20, 2022	BUY	$328.3 - $395.04 $31,188 - $37,528	95 Added 0.8%	11,903 $3.91 Million
Q2 2022 Jul 29, 2022	BUY	$337.07 - $419.85 $1.13 Million - $1.4 Million	3,344 Added 39.51%	11,808 $4.1 Million
Q1 2022 Apr 26, 2022	BUY	$382.7 - $439.25 $1.22 Million - $1.4 Million	3,177 Added 60.09%	8,464 $3.51 Million
Q4 2021 Jan 19, 2022	BUY	$394.21 - $439.01 $251,111 - $279,649	637 Added 13.7%	5,287 $2.31 Million
Q3 2021 Nov 03, 2021	BUY	$390.68 - $416.73 $332,468 - $354,637	851 Added 22.4%	4,650 $1.83 Million
Q2 2021 Jul 21, 2021	BUY	$368.16 - $394.32 $81,363 - $87,144	221 Added 6.18%	3,799 $1.5 Million
Q1 2021 May 19, 2021	BUY	$339.03 - $365.24 $1.21 Million - $1.31 Million	3,578 New	3,578 $1.3 Million

Others Institutions Holding VOO

# of Institutions

3,145

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Ridgecrest Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History