Private Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Private Wealth Partners, LLC

$1.29 Billion
Q4 2024

A detailed history of Private Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Private Wealth Partners, LLC holds 2,621 shares of VOO stock, worth $1.45 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,621

Previous 2,433 7.73%

Holding current value

$1.45 Million

Previous $1.28 Million 10.05%

% of portfolio

0.11%

Previous 0.1%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$521.84 - $558.82 $98,105 - $105,058	188 Added 7.73%	2,621 $1.41 Million
Q3 2024 Oct 29, 2024	BUY	$475.2 - $527.7 $19,008 - $21,108	40 Added 1.67%	2,433 $1.28 Million
Q1 2024 May 08, 2024	SELL	$429.43 - $481.35 $1,717 - $1,925	-4 Reduced 0.17%	2,393 $1.15 Million
Q4 2023 Feb 02, 2024	BUY	$377.32 - $438.19 $2,641 - $3,067	7 Added 0.29%	2,397 $1.05 Million
Q2 2023 Aug 03, 2023	BUY	$371.44 - $407.28 $10,771 - $11,811	29 Added 1.23%	2,390 $973,000
Q1 2023 May 03, 2023	BUY	$348.66 - $382.94 $823,186 - $904,121	2,361 New	2,361 $887,000
Q1 2021 May 04, 2021	SELL	$339.03 - $365.24 $247,491 - $266,625	-730 Closed	0 $0
Q2 2020 Jul 31, 2020	BUY	$226.15 - $297.17 $165,089 - $216,934	730 New	730 $207,000
Q1 2020 Apr 24, 2020	SELL	$204.27 - $310.92 $149,117 - $226,971	-730 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$264.57 - $296.67 $193,136 - $216,569	730 New	730 $216,000

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

Ticker VOO
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Private Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History