Family Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Family Wealth Partners, LLC

$210 Billion
Q4 2024

A detailed history of Family Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Family Wealth Partners, LLC holds 10,880 shares of VOO stock, worth $5.61 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares

10,880

Previous 11,254 3.32%

Holding current value

$5.61 Million

Previous $5.94 Billion 1.28%

% of portfolio

2.79%

Previous 3.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$521.84 - $558.82 $195,168 - $208,998	-374 Reduced 3.32%	10,880 $5.86 Billion
Q3 2024 Oct 09, 2024	SELL	$475.2 - $527.7 $40,867 - $45,382	-86 Reduced 0.76%	11,254 $5.94 Billion
Q2 2024 Jul 10, 2024	BUY	$455.1 - $504.28 $212,986 - $236,003	468 Added 4.3%	11,340 $5.67 Billion
Q1 2024 Apr 16, 2024	SELL	$429.43 - $481.35 $618,379 - $693,144	-1,440 Reduced 11.7%	10,872 $5.23 Billion
Q4 2023 Mar 20, 2024	BUY	$377.32 - $438.19 $4.65 Million - $5.39 Million	12,312 New	12,312 $5.38 Billion

Others Institutions Holding VOO

# of Institutions

3,542

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Family Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History