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 33,231 shares of VOO stock, worth $17.6 Million. This represents 10.86% of its overall portfolio holdings.

Number of Shares
33,231
Previous 31,541 5.36%
Holding current value
$17.6 Million
Previous $15.2 Million 9.62%
% of portfolio
10.86%
Previous 10.64%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD INDEX FDS S&P 500 ETF


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