Wr Wealth Planners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 124 shares of VOO stock, worth $68,486. This represents 0.02% of its overall portfolio holdings.

Number of Shares

124

Previous 315 60.63%

Holding current value

$68,486

Previous $157,000 58.6%

% of portfolio

0.02%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$475.2 - $527.7 $90,763 - $100,790	-191 Reduced 60.63%	124 $65,000
Q2 2024 Jul 31, 2024	SELL	$455.1 - $504.28 $29,126 - $32,273	-64 Reduced 16.89%	315 $157,000
Q1 2024 Jul 31, 2024	BUY	$429.43 - $481.35 $162,753 - $182,431	379 New	379 $182,000
Q3 2023 Aug 01, 2024	BUY	$392.7 - $420.68 $77,361 - $82,873	197 Added 410.42%	245 $96.1 Million
Q2 2023 Aug 01, 2024	SELL	$371.44 - $407.28 $99,174 - $108,743	-267 Reduced 84.76%	48 $19.5 Million
Q1 2023 Aug 01, 2024	SELL	$348.66 - $382.94 $97,624 - $107,223	-280 Reduced 88.89%	35 $13.1 Million
Q4 2022 Oct 10, 2024	BUY	$327.64 - $374.54 $65,528 - $74,908	200 Added 571.43%	235 $82.5 Million
Q3 2022 Oct 10, 2024	SELL	$328.3 - $395.04 $91,924 - $110,611	-280 Reduced 88.89%	35 $11.4 Million
Q1 2022 Oct 17, 2024	SELL	$382.7 - $439.25 $34,060 - $39,093	-89 Reduced 71.77%	35 $14.5 Million

Others Institutions Holding VOO

# of Institutions

3,150

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Vanguard Index Fds S&P 500 ETF Transaction History