A detailed history of Ridgecrest Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 13,379 shares of VOO stock, worth $7.15 Million. This represents 4.03% of its overall portfolio holdings.

Number of Shares
13,379
Previous 13,144 1.79%
Holding current value
$7.15 Million
Previous $6.32 Million 5.9%
% of portfolio
4.03%
Previous 3.78%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$455.1 - $504.28 $106,948 - $118,505
235 Added 1.79%
13,379 $6.69 Million
Q1 2024

Apr 17, 2024

SELL
$429.43 - $481.35 $50,672 - $56,799
-118 Reduced 0.89%
13,144 $6.32 Million
Q4 2023

Jan 09, 2024

BUY
$377.32 - $438.19 $198,093 - $230,049
525 Added 4.12%
13,262 $5.79 Million
Q3 2023

Oct 25, 2023

SELL
$392.7 - $420.68 $36,913 - $39,543
-94 Reduced 0.73%
12,737 $5 Million
Q2 2023

Jul 31, 2023

SELL
$371.44 - $407.28 $215,435 - $236,222
-580 Reduced 4.32%
12,831 $5.23 Million
Q1 2023

Apr 24, 2023

BUY
$348.66 - $382.94 $25,800 - $28,337
74 Added 0.55%
13,411 $5.04 Million
Q4 2022

Jan 26, 2023

BUY
$327.64 - $374.54 $469,835 - $537,090
1,434 Added 12.05%
13,337 $0
Q3 2022

Oct 20, 2022

BUY
$328.3 - $395.04 $31,188 - $37,528
95 Added 0.8%
11,903 $3.91 Million
Q2 2022

Jul 29, 2022

BUY
$337.07 - $419.85 $1.13 Million - $1.4 Million
3,344 Added 39.51%
11,808 $4.1 Million
Q1 2022

Apr 26, 2022

BUY
$382.7 - $439.25 $1.22 Million - $1.4 Million
3,177 Added 60.09%
8,464 $3.51 Million
Q4 2021

Jan 19, 2022

BUY
$394.21 - $439.01 $251,111 - $279,649
637 Added 13.7%
5,287 $2.31 Million
Q3 2021

Nov 03, 2021

BUY
$390.68 - $416.73 $332,468 - $354,637
851 Added 22.4%
4,650 $1.83 Million
Q2 2021

Jul 21, 2021

BUY
$368.16 - $394.32 $81,363 - $87,144
221 Added 6.18%
3,799 $1.5 Million
Q1 2021

May 19, 2021

BUY
$339.03 - $365.24 $1.21 Million - $1.31 Million
3,578 New
3,578 $1.3 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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