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

True Wealth Advisors, LLC

$271 Million
Q3 2024

A detailed history of True Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 752 shares of VOO stock, worth $407,140. This represents 0.15% of its overall portfolio holdings.

Number of Shares

752

Previous 751 0.13%

Holding current value

$407,140

Previous $375,000 5.6%

% of portfolio

0.15%

Previous 0.15%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$475.2 - $527.7 $475 - $527	1 Added 0.13%	752 $396,000
Q4 2023 Feb 08, 2024	BUY	$377.32 - $438.19 $283,367 - $329,080	751 New	751 $328,000
Q2 2021 Jul 23, 2021	SELL	$368.16 - $394.32 $233,781 - $250,393	-635 Closed	0 $0
Q1 2021 Apr 22, 2021	BUY	$339.03 - $365.24 $215,284 - $231,927	635 New	635 $231,000

Others Institutions Holding VOO

# of Institutions

3,160

Shares Held

387M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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