Tilia Fiduciary Partners, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Tilia Fiduciary Partners, Inc.

$144 Million
Q4 2024

A detailed history of Tilia Fiduciary Partners, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Tilia Fiduciary Partners, Inc. holds 1,547 shares of VOO stock, worth $853,557. This represents 0.58% of its overall portfolio holdings.

Number of Shares

1,547

Previous 1,221 26.7%

Holding current value

$853,557

Previous $644,000 29.35%

% of portfolio

0.58%

Previous 0.45%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$521.84 - $558.82 $170,119 - $182,175	326 Added 26.7%	1,547 $833,000
Q3 2024 Oct 08, 2024	BUY	$475.2 - $527.7 $1,425 - $1,583	3 Added 0.25%	1,221 $644,000
Q2 2024 Jul 11, 2024	SELL	$455.1 - $504.28 $11,377 - $12,607	-25 Reduced 2.01%	1,218 $609,000
Q1 2024 Apr 12, 2024	BUY	$429.43 - $481.35 $69,997 - $78,460	163 Added 15.09%	1,243 $597,000
Q4 2023 Jan 12, 2024	BUY	$377.32 - $438.19 $13,206 - $15,336	35 Added 3.35%	1,080 $471,000
Q3 2023 Oct 10, 2023	BUY	$392.7 - $420.68 $1,178 - $1,262	3 Added 0.29%	1,045 $410,000
Q1 2023 May 10, 2023	BUY	$348.66 - $382.94 $1,394 - $1,531	4 Added 0.39%	1,042 $391,000
Q4 2022 Feb 10, 2023	SELL	$327.64 - $374.54 $4,586 - $5,243	-14 Reduced 1.33%	1,038 $364,000
Q3 2022 Oct 26, 2022	BUY	$328.3 - $395.04 $9,192 - $11,061	28 Added 2.73%	1,052 $346,000
Q2 2022 Aug 01, 2022	SELL	$337.07 - $419.85 $17,527 - $21,832	-52 Reduced 4.83%	1,024 $358,000
Q1 2022 Apr 18, 2022	BUY	$382.7 - $439.25 $20,665 - $23,719	54 Added 5.28%	1,076 $447,000
Q4 2021 Feb 14, 2022	BUY	$394.21 - $439.01 $402,882 - $448,668	1,022 New	1,022 $446,000

Others Institutions Holding VOO

# of Institutions

3,508

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Tilia Fiduciary Partners, Inc. Vanguard Index Fds S&P 500 ETF Transaction History