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

Triad Wealth Partners, LLC

$775 Billion
Q3 2025

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 36,990 shares of VOO stock, worth $22.9 Million. This represents 2.92% of its overall portfolio holdings.

Number of Shares

36,990

Previous 25,014 47.88%

Holding current value

$22.9 Million

Previous $14.2 Billion 59.42%

% of portfolio

2.92%

Previous 2.87%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$567.77 - $614.76 $6.8 Million - $7.36 Million	11,976 Added 47.88%	36,990 $22.7 Billion
Q2 2025 Jul 21, 2025	SELL	$456.74 - $568.03 $3.53 Million - $4.38 Million	-7,718 Reduced 23.58%	25,014 $14.2 Billion
Q1 2025 May 14, 2025	SELL	$507.05 - $563.67 $2.36 Million - $2.63 Million	-4,661 Reduced 12.46%	32,732 $16.8 Billion
Q4 2024 Feb 06, 2025	BUY	$521.84 - $558.82 $1.85 Million - $1.98 Million	3,540 Added 10.46%	37,393 $20.1 Billion
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

# of Institutions

3,870

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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