Sweet Financial Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Sweet Financial Partners, LLC

$420 Million
Q1 2024

A detailed history of Sweet Financial Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 173,367 shares of VOO stock, worth $86.7 Million. This represents 19.85% of its overall portfolio holdings.

Number of Shares

173,367

Previous 178,598 2.93%

Holding current value

$86.7 Million

Previous $78 Million 6.83%

% of portfolio

19.85%

Previous 18.69%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$429.43 - $481.35 $2.25 Million - $2.52 Million	-5,231 Reduced 2.93%	173,367 $83.3 Million
Q4 2023 Jan 12, 2024	BUY	$377.32 - $438.19 $1.42 Million - $1.64 Million	3,754 Added 2.15%	178,598 $78 Million
Q3 2023 Oct 23, 2023	BUY	$392.7 - $420.68 $613,397 - $657,102	1,562 Added 0.9%	174,844 $68.7 Million
Q2 2023 Jul 24, 2023	SELL	$371.44 - $407.28 $2.99 Million - $3.27 Million	-8,040 Reduced 4.43%	173,282 $70.6 Million
Q1 2023 Apr 14, 2023	BUY	$348.66 - $382.94 $1.92 Million - $2.11 Million	5,505 Added 3.13%	181,322 $68.2 Million

Q4 2022 Jan 19, 2023	BUY	$343.59 - $374.54 $1.97 Million - $2.15 Million	5,728 Added 3.37%	175,817 $0
Q3 2022 Nov 10, 2022	BUY	$339.63 - $395.04 $1.74 Million - $2.02 Million	5,111 Added 3.1%	170,089 $55.8 Million
Q2 2022 Aug 03, 2022	BUY	$337.07 - $419.85 $20.8 Million - $25.9 Million	61,771 Added 59.85%	164,978 $57.2 Million
Q1 2022 Apr 22, 2022	BUY	$382.7 - $439.25 $7.37 Million - $8.46 Million	19,260 Added 22.94%	103,207 $42.8 Million
Q4 2021 Feb 07, 2022	BUY	$394.21 - $439.01 $33.1 Million - $36.9 Million	83,947 New	83,947 $36.6 Million

Others Institutions Holding VOO

# of Institutions

2,882

Shares Held

360M

Call Options Held

2.32M

Put Options Held

2.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Sweet Financial Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History