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

Bwm Planning, LLC

  • $236 Billion
  • Q1 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 789 shares of VOO stock, worth $461,975. This represents 0.17% of its overall portfolio holdings.

Number of Shares
789
Previous 844 6.52%
Holding current value
$461,975
Previous $455 Million 10.87%
% of portfolio
0.17%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,701
Shares Held
495M
Call Options Held
2.14M
Put Options Held
2.72M
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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