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

Wr Wealth Planners, LLC

$318 Million
Q2 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 315 shares of VOO stock, worth $163,044. This represents 0.05% of its overall portfolio holdings.

Number of Shares

315

Previous 379 16.89%

Holding current value

$163,044

Previous $182,000 13.74%

% of portfolio

0.05%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Others Institutions Holding VOO

# of Institutions

2,999

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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