Briaud Financial Planning, Inc Vanguard Index Fds S&P 500 ETF Transaction History

Briaud Financial Planning, Inc

$245 Million
Q4 2024

A detailed history of Briaud Financial Planning, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 145 shares of VOO stock, worth $74,806. This represents 0.03% of its overall portfolio holdings.

Number of Shares

145

Previous 5 2800.0%

Holding current value

$74,806

Previous $2,000 3800.0%

% of portfolio

0.03%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$521.84 - $558.82 $73,057 - $78,234	140 Added 2800.0%	145 $78,000
Q1 2024 May 03, 2024	BUY	$429.43 - $481.35 $2,147 - $2,406	5 New	5 $3,000
Q3 2023 Nov 03, 2023	BUY	$392.7 - $420.68 $1,963 - $2,103	5 New	5 $1,000
Q1 2021 May 05, 2021	SELL	$339.03 - $365.24 $116,626 - $125,642	-344 Closed	0 $0
Q4 2020 Jan 27, 2021	BUY	$299.82 - $343.69 $103,138 - $118,229	344 New	344 $289,000
Q3 2020 Oct 30, 2020	SELL	$285.37 - $328.74 $239,996 - $276,470	-841 Closed	0 $0
Q2 2020 Jul 28, 2020	BUY	$226.15 - $297.17 $190,192 - $249,919	841 New	841 $238,000
Q1 2020 Apr 22, 2020	SELL	$204.27 - $310.92 $172,608 - $262,727	-845 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$264.57 - $296.67 $223,561 - $250,686	845 New	845 $250,000

Others Institutions Holding VOO

# of Institutions

3,539

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
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Briaud Financial Planning, Inc Vanguard Index Fds S&P 500 ETF Transaction History