Three Bridge Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Three Bridge Wealth Advisors, LLC

$250 Million
Q2 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 26,053 shares of VOO stock, worth $13.8 Million. This represents 5.21% of its overall portfolio holdings.

Number of Shares

26,053

Previous 19,260 35.27%

Holding current value

$13.8 Million

Previous $9.26 Million 40.73%

% of portfolio

5.21%

Previous 3.71%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$455.1 - $504.28 $3.09 Million - $3.43 Million	6,793 Added 35.27%	26,053 $13 Million
Q1 2024 May 14, 2024	BUY	$429.43 - $481.35 $2.97 Million - $3.33 Million	6,926 Added 56.15%	19,260 $9.26 Million
Q4 2023 Feb 08, 2024	BUY	$377.32 - $438.19 $351,662 - $408,393	932 Added 8.17%	12,334 $5.39 Million
Q3 2023 Nov 13, 2023	BUY	$392.7 - $420.68 $771,655 - $826,636	1,965 Added 20.82%	11,402 $4.48 Million
Q2 2023 Jul 28, 2023	BUY	$371.44 - $407.28 $1.18 Million - $1.3 Million	3,180 Added 50.82%	9,437 $3.84 Million
Q1 2023 May 11, 2023	BUY	$348.66 - $382.94 $153,759 - $168,876	441 Added 7.58%	6,257 $2.35 Million
Q4 2022 Feb 14, 2023	BUY	$327.64 - $374.54 $642,502 - $734,472	1,961 Added 50.87%	5,816 $2.04 Million
Q3 2022 Nov 10, 2022	BUY	$328.3 - $395.04 $36,113 - $43,454	110 Added 2.62%	4,310 $1.42 Million
Q2 2022 Nov 10, 2022	BUY	$337.07 - $419.85 $1.42 Million - $1.76 Million	4,200 New	4,200 $1.46 Million
Q1 2022 Feb 14, 2023	SELL	$382.7 - $439.25 $174,128 - $199,858	-455 Reduced 10.56%	3,855 $1.6 Million

Others Institutions Holding VOO

# of Institutions

3,070

Shares Held

383M

Call Options Held

1.17M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Three Bridge Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History