Bwm Planning, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Bwm Planning, LLC

$374 Billion
Q4 2025

A detailed history of Bwm Planning, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Bwm Planning, LLC holds 1,618 shares of VOO stock, worth $999,648. This represents 0.27% of its overall portfolio holdings.

Number of Shares

1,618

Previous 791 104.55%

Holding current value

$999,648

Previous $484 Million 109.55%

% of portfolio

0.27%

Previous 0.14%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$600.51 - $631.95 $496,621 - $522,622	827 Added 104.55%	1,618 $1.01 Billion
Q3 2025 Oct 31, 2025	BUY	$567.77 - $614.76 $1,135 - $1,229	2 Added 0.25%	791 $484 Million
Q1 2025 May 14, 2025	SELL	$507.05 - $563.67 $27,887 - $31,001	-55 Reduced 6.52%	789 $405 Million
Q4 2024 Jan 22, 2025	BUY	$521.84 - $558.82 $27,657 - $29,617	53 Added 6.7%	844 $455 Million
Q3 2024 Oct 09, 2024	BUY	$475.2 - $527.7 $375,883 - $417,410	791 New	791 $418 Million

Others Institutions Holding VOO

# of Institutions

3,894

Shares Held

546M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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