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

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,750 shares of VOO stock, worth $966,350. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,750
Previous 1,406 24.47%
Holding current value
$966,350
Previous $742 Million 27.04%
% of portfolio
0.13%
Previous 0.1%

Shares

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

Jan 30, 2025
BUY
$521.84 - $558.82 $179,512 - $192,234
344 Added 24.47%
1,750 $943 Million
Q3 2024

Nov 05, 2024
SELL
$475.2 - $527.7 $160,617 - $178,362
-338 Reduced 19.38%
1,406 $742 Million
Q2 2024

Aug 09, 2024
BUY
$455.1 - $504.28 $66,899 - $74,129
147 Added 9.2%
1,744 $872 Million
Q4 2023

Jan 05, 2024
BUY
$377.32 - $438.19 $7,169 - $8,325
19 Added 1.2%
1,597 $698 Million
Q3 2023

Nov 01, 2023
BUY
$392.7 - $420.68 $452,783 - $485,044
1,153 Added 271.29%
1,578 $620 Million
Q2 2023

Jul 31, 2023
SELL
$371.44 - $407.28 $342,096 - $375,104
-921 Reduced 68.42%
425 $173 Million
Q1 2023

May 10, 2023
SELL
$348.66 - $382.94 $57,180 - $62,802
-164 Reduced 10.86%
1,346 $506 Million
Q4 2022

Feb 16, 2023
SELL
$327.64 - $374.54 $217,225 - $248,320
-663 Reduced 30.51%
1,510 $573 Million
Q1 2022

May 03, 2022
BUY
$382.7 - $439.25 $70,034 - $80,382
183 Added 9.2%
2,173 $823,000
Q4 2021

Feb 01, 2022
BUY
$394.21 - $439.01 $507,348 - $565,005
1,287 Added 183.07%
1,990 $823,000
Q3 2021

Dec 09, 2021
BUY
$390.68 - $416.73 $21,878 - $23,336
56 Added 8.66%
703 $277,000
Q2 2021

Aug 19, 2021
BUY
$368.16 - $394.32 $238,199 - $255,125
647 New
647 $264,000

Others Institutions Holding VOO

# of Institutions
3,327
Shares Held
435M
Call Options Held
2.08M
Put Options Held
2.64M
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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