Vista Private Wealth Partners. LLC Vanguard Index Fds S&P 500 ETF Transaction History

Vista Private Wealth Partners. LLC

$249 Million
Q2 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 18,777 shares of VOO stock, worth $9.87 Million. This represents 3.78% of its overall portfolio holdings.

Number of Shares

18,777

Previous 17,754 5.76%

Holding current value

$9.87 Million

Previous $8.53 Million 10.03%

% of portfolio

3.78%

Previous 3.83%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$455.1 - $504.28 $465,567 - $515,878	1,023 Added 5.76%	18,777 $9.39 Million
Q1 2024 May 13, 2024	BUY	$429.43 - $481.35 $7.15 Million - $8.01 Million	16,641 Added 1495.15%	17,754 $8.53 Million
Q4 2023 Feb 13, 2024	BUY	$377.32 - $438.19 $174,699 - $202,881	463 Added 71.23%	1,113 $486,000
Q3 2023 Oct 10, 2023	SELL	$392.7 - $420.68 $1,570 - $1,682	-4 Reduced 0.61%	650 $255,000
Q2 2023 Jul 17, 2023	BUY	$371.44 - $407.28 $242,921 - $266,361	654 New	654 $266,000
Q4 2019 Jan 08, 2020	SELL	$264.57 - $296.67 $35,452 - $39,753	-134 Closed	0 $0
Q3 2019 Oct 16, 2019	BUY	$260.57 - $277.38 $34,916 - $37,168	134 New	134 $36,000

Others Institutions Holding VOO

# of Institutions

3,001

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Vista Private Wealth Partners. LLC Vanguard Index Fds S&P 500 ETF Transaction History