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

Bwm Planning, LLC

  • $336 Billion
  • Q3 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 791 shares of VOO stock, worth $488,703. This represents 0.14% of its overall portfolio holdings.

Number of Shares
791
Previous 789 0.25%
Holding current value
$488,703
Previous $405 Million 19.44%
% of portfolio
0.14%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,879
Shares Held
545M
Call Options Held
2.75M
Put Options Held
3.12M
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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