First Purpose Wealth LLC Vanguard Index Fds S&P 500 ETF Transaction History

First Purpose Wealth LLC

  • $275 Million
  • Q1 2024

A detailed history of First Purpose Wealth LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, First Purpose Wealth LLC holds 744 shares of VOO stock, worth $412,778. This represents 0.13% of its overall portfolio holdings.

Number of Shares
744
Previous 767 3.0%
Holding current value
$412,778
Previous $335,000 6.57%
% of portfolio
0.13%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$429.43 - $481.35 $9,876 - $11,071
-23 Reduced 3.0%
744 $357,000
Q4 2023

Apr 22, 2024
SELL
$377.32 - $438.19 $13,206 - $15,336
-35 Reduced 4.36%
767 $335,000
Q3 2023

Oct 30, 2023
SELL
$392.7 - $420.68 $18,849 - $20,192
-48 Reduced 5.65%
802 $314,000
Q2 2023

Jul 21, 2023
BUY
$371.44 - $407.28 $41,972 - $46,022
113 Added 15.33%
850 $346,000
Q1 2023

May 03, 2023
SELL
$348.66 - $382.94 $25,452 - $27,954
-73 Reduced 9.01%
737 $277,000
Q4 2022

Jan 26, 2023
SELL
$327.64 - $374.54 $50,784 - $58,053
-155 Reduced 16.06%
810 $0
Q3 2022

Oct 24, 2022
BUY
$328.3 - $395.04 $30,203 - $36,343
92 Added 10.54%
965 $317,000
Q2 2022

Jul 25, 2022
BUY
$337.07 - $419.85 $14,494 - $18,053
43 Added 5.18%
873 $303,000
Q1 2022

Apr 18, 2022
BUY
$382.7 - $439.25 $81,897 - $93,999
214 Added 34.74%
830 $344,000
Q4 2021

Feb 24, 2022
BUY
$394.21 - $439.01 $242,833 - $270,430
616 New
616 $269,000

Others Institutions Holding VOO

# of Institutions
3,402
Shares Held
461M
Call Options Held
2.11M
Put Options Held
2.63M
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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