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 $75,031. This represents 0.03% of its overall portfolio holdings.

Number of Shares

145

Previous 5 2800.0%

Holding current value

$75,031

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
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Briaud Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Briaud Financial Planning, Inc with notifications on news.

Account

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