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

Castleview Partners, LLC

$126 Million
Q3 2025

A detailed history of Castleview Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Castleview Partners, LLC holds 3,949 shares of VOO stock, worth $2.44 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

3,949

Previous 1,741 126.82%

Holding current value

$2.44 Million

Previous $988,000 144.74%

% of portfolio

1.93%

Previous 0.89%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	BUY	$567.77 - $614.76 $1.25 Million - $1.36 Million	2,208 Added 126.82%	3,949 $2.42 Million
Q2 2025 Jul 15, 2025	SELL	$456.74 - $568.03 $375,440 - $466,920	-822 Reduced 32.07%	1,741 $988,000
Q1 2025 Apr 21, 2025	BUY	$507.05 - $563.67 $648,009 - $720,370	1,278 Added 99.46%	2,563 $1.32 Million
Q4 2024 Jan 21, 2025	SELL	$521.84 - $558.82 $521 - $558	-1 Reduced 0.08%	1,285 $692,000
Q3 2024 Oct 21, 2024	BUY	$475.2 - $527.7 $9,504 - $10,554	20 Added 1.58%	1,286 $678,000

Q2 2024 Jul 31, 2024	BUY	$455.1 - $504.28 $178,854 - $198,182	393 Added 45.02%	1,266 $633,000
Q4 2023 Feb 05, 2024	SELL	$377.32 - $438.19 $21,884 - $25,415	-58 Reduced 6.23%	873 $381,000
Q3 2023 Oct 26, 2023	BUY	$392.7 - $420.68 $24,347 - $26,082	62 Added 7.13%	931 $365,000
Q2 2023 Aug 14, 2023	SELL	$371.44 - $407.28 $170,119 - $186,534	-458 Reduced 34.51%	869 $353,000
Q1 2023 May 15, 2023	BUY	$348.66 - $382.94 $14,643 - $16,083	42 Added 3.27%	1,327 $499,000
Q3 2022 Nov 10, 2022	BUY	$328.3 - $395.04 $404,137 - $486,294	1,231 Added 2279.63%	1,285 $422,000
Q2 2022 Aug 17, 2022	SELL	$337.07 - $419.85 $170 Million - $211 Million	-502,922 Reduced 99.99%	54 $18,000
Q2 2022 Aug 16, 2022	BUY	$337.07 - $419.85 $169 Million - $210 Million	501,310 Added 30090.64%	502,976 $174 Million
Q1 2022 May 16, 2022	SELL	$382.7 - $439.25 $232 Million - $267 Million	-607,349 Reduced 99.73%	1,666 $691,000
Q4 2021 Feb 17, 2022	BUY	$394.21 - $439.01 $239 Million - $266 Million	605,629 Added 17886.27%	609,015 $266 Million
Q2 2021 Aug 17, 2021	SELL	$368.16 - $394.32 $25.2 Million - $27 Million	-68,488 Reduced 95.29%	3,386 $1.33 Million
Q1 2018 May 07, 2018	BUY	$236.79 - $263.36 $17 Million - $18.9 Million	71,874 New	71,874 $17.4 Million

Others Institutions Holding VOO

# of Institutions

3,872

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Castleview Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History