A detailed history of Triad Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 33,853 shares of VOO stock, worth $18.7 Million. This represents 9.5% of its overall portfolio holdings.

Number of Shares
33,853
Previous 32,164 5.25%
Holding current value
$18.7 Million
Previous $16.1 Billion 11.05%
% of portfolio
9.5%
Previous 8.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$475.2 - $527.7 $802,612 - $891,285
1,689 Added 5.25%
33,853 $17.9 Billion
Q2 2024

Jul 18, 2024

BUY
$455.1 - $504.28 $1.68 Million - $1.87 Million
3,699 Added 12.99%
32,164 $16.1 Billion
Q1 2024

Apr 23, 2024

BUY
$429.43 - $481.35 $12.2 Million - $13.7 Million
28,465 New
28,465 $13.7 Billion

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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