Falcon Wealth Planning Vanguard Index Fds S&P 500 ETF Transaction History

Falcon Wealth Planning

  • $798 Million
  • Q3 2024

A detailed history of Falcon Wealth Planning transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 2,126 shares of VOO stock, worth $1.16 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,126
Previous 861 146.92%
Holding current value
$1.16 Million
Previous $430,000 160.7%
% of portfolio
0.14%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$475.2 - $527.7 $601,128 - $667,540
1,265 Added 146.92%
2,126 $1.12 Million
Q2 2024

Jul 16, 2024
SELL
$455.1 - $504.28 $264,413 - $292,986
-581 Reduced 40.29%
861 $430,000
Q1 2024

Apr 15, 2024
BUY
$429.43 - $481.35 $223,303 - $250,302
520 Added 56.4%
1,442 $693,000
Q4 2023

Jan 10, 2024
BUY
$377.32 - $438.19 $96,971 - $112,614
257 Added 38.65%
922 $402,000
Q3 2023

Oct 05, 2023
BUY
$392.7 - $420.68 $261,145 - $279,752
665 New
665 $261,000

Others Institutions Holding VOO

# of Institutions
3,155
Shares Held
395M
Call Options Held
2.09M
Put Options Held
2.68M
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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