Goldstone Financial Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Goldstone Financial Group, LLC

$638 Billion
Q4 2024

A detailed history of Goldstone Financial Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 130,587 shares of VOO stock, worth $72.1 Million. This represents 11.03% of its overall portfolio holdings.

Number of Shares

130,587

Previous 124,926 4.53%

Holding current value

$72.1 Million

Previous $65.9 Billion 6.74%

% of portfolio

11.03%

Previous 11.47%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$521.84 - $558.82 $2.95 Million - $3.16 Million	5,661 Added 4.53%	130,587 $70.4 Billion
Q3 2024 Oct 28, 2024	BUY	$475.2 - $527.7 $59.4 Million - $65.9 Million	124,926 New	124,926 $65.9 Billion
Q2 2024 Jan 15, 2025	SELL	$455.1 - $504.28 $6.48 Million - $7.18 Million	-14,243 Reduced 10.91%	116,344 $58.2 Billion
Q1 2024 Jan 15, 2025	BUY	$429.43 - $481.35 $1.62 Million - $1.82 Million	3,780 Added 3.22%	121,173 $58.2 Billion
Q4 2023 Jan 15, 2025	BUY	$377.32 - $438.19 $1.19 Million - $1.38 Million	3,157 Added 2.76%	117,393 $51.3 Billion
Q3 2023 Jan 15, 2025	BUY	$392.7 - $420.68 $629,498 - $674,350	1,603 Added 1.42%	114,236 $44.9 Billion
Q2 2023 Jan 15, 2025	SELL	$371.44 - $407.28 $1.07 Million - $1.18 Million	-2,889 Reduced 2.5%	112,633 $45.9 Billion
Q1 2023 Jan 15, 2025	SELL	$348.66 - $382.94 $5.25 Million - $5.77 Million	-15,065 Reduced 11.54%	115,522 $43.4 Billion

Others Institutions Holding VOO

# of Institutions

3,508

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

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About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Goldstone Financial Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History