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

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Family Wealth Group, LLC holds 33,378 shares of VOO stock, worth $18.2 Million. This represents 18.97% of its overall portfolio holdings.

Number of Shares
33,378
Previous 33,952 1.69%
Holding current value
$18.2 Million
Previous $17 Million 3.72%
% of portfolio
18.97%
Previous 18.38%

Shares

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

Nov 14, 2024
SELL
$475.2 - $527.7 $272,764 - $302,899
-574 Reduced 1.69%
33,378 $17.6 Million
Q2 2024

Aug 14, 2024
SELL
$455.1 - $504.28 $516,993 - $572,862
-1,136 Reduced 3.24%
33,952 $17 Million
Q1 2024

Aug 14, 2024
SELL
$429.43 - $481.35 $222,444 - $249,339
-518 Reduced 1.45%
35,088 $16.9 Million
Q4 2023

Feb 14, 2024
BUY
$377.32 - $438.19 $13.4 Million - $15.6 Million
35,606 New
35,606 $15.6 Million

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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