Crown Wealth Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Crown Wealth Group, LLC

  • $221 Million
  • Q4 2024

A detailed history of Crown Wealth Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Crown Wealth Group, LLC holds 878 shares of VOO stock, worth $464,909. This represents 0.21% of its overall portfolio holdings.

Number of Shares
878
Previous 684 28.36%
Holding current value
$464,909
Previous $360,000 31.39%
% of portfolio
0.21%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$521.84 - $558.82 $101,236 - $108,411
194 Added 28.36%
878 $473,000
Q2 2024

Jul 26, 2024
SELL
$455.1 - $504.28 $77,822 - $86,231
-171 Reduced 20.0%
684 $342,000
Q1 2024

May 01, 2024
BUY
$429.43 - $481.35 $158,889 - $178,099
370 Added 76.29%
855 $410,000
Q4 2023

Jan 23, 2024
SELL
$377.32 - $438.19 $492,779 - $572,276
-1,306 Reduced 72.92%
485 $211,000
Q3 2023

Oct 25, 2023
BUY
$392.7 - $420.68 $703,325 - $753,437
1,791 New
1,791 $703,000
Q1 2023

Apr 28, 2023
SELL
$348.66 - $382.94 $4,183 - $4,595
-12 Reduced 0.55%
2,179 $819,000
Q4 2022

Feb 09, 2023
SELL
$327.64 - $374.54 $12,122 - $13,857
-37 Reduced 1.66%
2,191 $769,000
Q3 2022

Oct 21, 2022
BUY
$328.3 - $395.04 $14,773 - $17,776
45 Added 2.06%
2,228 $731,000
Q2 2022

Jul 25, 2022
SELL
$337.07 - $419.85 $68,088 - $84,809
-202 Reduced 8.47%
2,183 $757,000
Q1 2022

Jul 13, 2022
BUY
$382.7 - $439.25 $393,798 - $451,988
1,029 Added 75.88%
2,385 $990,000
Q4 2021

Jul 13, 2022
BUY
$394.21 - $439.01 $534,548 - $595,297
1,356 New
1,356 $592,000

Others Institutions Holding VOO

# of Institutions
3,530
Shares Held
474M
Call Options Held
2.36M
Put Options Held
2.13M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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