A detailed history of Phillips Wealth Planners LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 8,742 shares of VOO stock, worth $4.59 Million. This represents 4.48% of its overall portfolio holdings.

Number of Shares
8,742
Previous 8,558 2.15%
Holding current value
$4.59 Million
Previous $4.41 Billion 5.99%
% of portfolio
4.48%
Previous 4.65%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$475.2 - $527.7 $87,436 - $97,096
184 Added 2.15%
8,742 $4.68 Billion
Q2 2024

Aug 02, 2024

SELL
$455.1 - $504.28 $84,648 - $93,796
-186 Reduced 2.13%
8,558 $4.41 Billion
Q1 2024

Apr 29, 2024

SELL
$429.43 - $481.35 $157,600 - $176,655
-367 Reduced 4.03%
8,744 $4.05 Billion
Q4 2023

Feb 12, 2024

BUY
$377.32 - $438.19 $260,728 - $302,789
691 Added 8.21%
9,111 $3.99 Billion
Q3 2023

Oct 30, 2023

BUY
$392.7 - $420.68 $358,535 - $384,080
913 Added 12.16%
8,420 $3.3 Billion
Q2 2023

Jul 26, 2023

SELL
$371.44 - $407.28 $15,971 - $17,513
-43 Reduced 0.57%
7,507 $3.06 Billion
Q1 2023

May 15, 2023

SELL
$348.66 - $382.94 $34,517 - $37,911
-99 Reduced 1.29%
7,550 $2.88 Billion
Q4 2022

Feb 14, 2023

BUY
$327.64 - $374.54 $2.51 Million - $2.86 Million
7,649 New
7,649 $2.9 Billion

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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