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 $16.2 Million. This represents 9.6% of its overall portfolio holdings.

Number of Shares
29,862
Previous 33,231 10.14%
Holding current value
$16.2 Million
Previous $16.6 Million 5.19%
% of portfolio
9.6%
Previous 10.86%

Shares

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

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track True Wealth Financial Partners Portfolio

Follow True Wealth Financial Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Financial Partners with notifications on news.