Trinity Financial Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Trinity Financial Advisors LLC

  • $258 Million
  • Q4 2024

A detailed history of Trinity Financial Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 16,719 shares of VOO stock, worth $9.13 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares
16,719
Previous 15,785 5.92%
Holding current value
$9.13 Million
Previous $8.33 Million 8.15%
% of portfolio
3.49%
Previous 3.37%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$521.84 - $558.82 $487,398 - $521,937
934 Added 5.92%
16,719 $9.01 Million
Q3 2024

Oct 03, 2024
BUY
$475.2 - $527.7 $2.25 Million - $2.5 Million
4,731 Added 42.8%
15,785 $8.33 Million
Q2 2024

Jul 10, 2024
BUY
$455.1 - $504.28 $543,844 - $602,614
1,195 Added 12.12%
11,054 $5.53 Million
Q1 2024

Apr 17, 2024
SELL
$429.43 - $481.35 $10,306 - $11,552
-24 Reduced 0.24%
9,859 $4.74 Million
Q4 2023

Feb 05, 2024
BUY
$377.32 - $438.19 $158,851 - $184,477
421 Added 4.45%
9,883 $4.32 Million
Q3 2023

Oct 18, 2023
BUY
$392.7 - $420.68 $302,379 - $323,923
770 Added 8.86%
9,462 $3.72 Million
Q2 2023

Jul 20, 2023
BUY
$371.44 - $407.28 $68,716 - $75,346
185 Added 2.17%
8,692 $3.54 Million
Q1 2023

Apr 10, 2023
SELL
$348.66 - $382.94 $122,031 - $134,029
-350 Reduced 3.95%
8,507 $3.2 Million
Q4 2022

Jan 20, 2023
SELL
$327.64 - $374.54 $1.05 Million - $1.2 Million
-3,203 Reduced 26.56%
8,857 $0
Q3 2022

Oct 24, 2022
SELL
$328.3 - $395.04 $7,550 - $9,085
-23 Reduced 0.19%
12,060 $3.96 Million
Q2 2022

Jul 22, 2022
SELL
$337.07 - $419.85 $878,741 - $1.09 Million
-2,607 Reduced 17.75%
12,083 $4.19 Million
Q1 2022

Apr 27, 2022
BUY
$382.7 - $439.25 $2.69 Million - $3.09 Million
7,041 Added 92.05%
14,690 $6.1 Million
Q4 2021

Jan 18, 2022
BUY
$394.21 - $439.01 $3.02 Million - $3.36 Million
7,649 New
7,649 $3.34 Million
Q1 2021

Oct 20, 2021
SELL
$339.03 - $365.24 $2.05 Million - $2.21 Million
-6,057 Closed
0 $0
Q4 2020

Oct 20, 2021
BUY
$299.82 - $343.69 $1.82 Million - $2.08 Million
6,057 New
6,057 $2.08 Million

Others Institutions Holding VOO

# of Institutions
3,522
Shares Held
474M
Call Options Held
2.36M
Put Options Held
2.13M
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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