True Wealth Financial Partners Vanguard Index Fds S&P 500 ETF Transaction History

True Wealth Financial Partners

$164 Million
Q3 2024

A detailed history of True Wealth Financial Partners transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, True Wealth Financial Partners holds 29,862 shares of VOO stock, worth $16.3 Million. This represents 9.6% of its overall portfolio holdings.

Number of Shares

29,862

Previous 33,231 10.14%

Holding current value

$16.3 Million

Previous $16.6 Million 5.19%

% of portfolio

9.6%

Previous 10.86%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$475.2 - $527.7 $1.6 Million - $1.78 Million	-3,369 Reduced 10.14%	29,862 $15.8 Million
Q2 2024 Aug 09, 2024	BUY	$455.1 - $504.28 $769,119 - $852,233	1,690 Added 5.36%	33,231 $16.6 Million
Q1 2024 May 13, 2024	SELL	$429.43 - $481.35 $8,588 - $9,627	-20 Reduced 0.06%	31,541 $15.2 Million
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $27,544 - $31,987	73 Added 0.23%	31,561 $13.8 Million
Q3 2023 Nov 06, 2023	BUY	$392.7 - $420.68 $373,457 - $400,066	951 Added 3.11%	31,488 $12.4 Million
Q2 2023 Jul 24, 2023	BUY	$371.44 - $407.28 $48,658 - $53,353	131 Added 0.43%	30,537 $12.4 Million
Q1 2023 May 11, 2023	BUY	$348.66 - $382.94 $1.04 Million - $1.14 Million	2,978 Added 10.86%	30,406 $11.4 Million
Q4 2022 Feb 06, 2023	BUY	$327.64 - $374.54 $327,312 - $374,165	999 Added 3.78%	27,428 $9.64 Million
Q3 2022 Nov 09, 2022	BUY	$328.3 - $395.04 $285,621 - $343,684	870 Added 3.4%	26,429 $8.68 Million
Q2 2022 Aug 05, 2022	BUY	$337.07 - $419.85 $545,716 - $679,737	1,619 Added 6.76%	25,559 $8.87 Million
Q1 2022 May 10, 2022	BUY	$382.7 - $439.25 $237,656 - $272,774	621 Added 2.66%	23,940 $9.94 Million
Q4 2021 Feb 14, 2022	BUY	$394.21 - $439.01 $9.19 Million - $10.2 Million	23,319 New	23,319 $10.2 Million

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

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

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True Wealth Financial Partners Vanguard Index Fds S&P 500 ETF Transaction History