A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 526,285 shares of VOO stock, worth $289 Million. This represents 37.73% of its overall portfolio holdings.

Number of Shares
526,285
Previous 525,312 0.19%
Holding current value
$289 Million
Previous $263 Million 5.7%
% of portfolio
37.73%
Previous 38.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$475.2 - $527.7 $462,369 - $513,452
973 Added 0.19%
526,285 $278 Million
Q2 2024

Jul 18, 2024

BUY
$455.1 - $504.28 $9.11 Million - $10.1 Million
20,025 Added 3.96%
525,312 $263 Million
Q1 2024

Apr 25, 2024

BUY
$429.43 - $481.35 $23.7 Million - $26.6 Million
55,181 Added 12.26%
505,287 $243 Million
Q4 2023

Jan 29, 2024

BUY
$377.32 - $438.19 $18.1 Million - $21.1 Million
48,049 Added 11.95%
450,106 $197 Million
Q3 2023

Oct 24, 2023

BUY
$392.7 - $420.68 $2.47 Million - $2.65 Million
6,294 Added 1.59%
402,057 $158 Million
Q2 2023

Aug 09, 2023

BUY
$371.44 - $407.28 $372,925 - $408,909
1,004 Added 0.25%
395,763 $161 Million
Q1 2023

May 02, 2023

BUY
$348.66 - $382.94 $1.4 Million - $1.54 Million
4,025 Added 1.03%
394,759 $148 Million
Q4 2022

Jan 27, 2023

BUY
$327.64 - $374.54 $6.38 Million - $7.29 Million
19,477 Added 5.25%
390,734 $0
Q3 2022

Oct 14, 2022

BUY
$328.3 - $395.04 $1.12 Million - $1.35 Million
3,412 Added 0.93%
371,257 $122 Million
Q2 2022

Aug 12, 2022

SELL
$337.07 - $419.85 $12.1 Million - $15.1 Million
-35,987 Reduced 8.91%
367,845 $128 Million
Q1 2022

May 03, 2022

BUY
$382.7 - $439.25 $11.2 Million - $12.9 Million
29,281 Added 7.82%
403,832 $168 Million
Q4 2021

Feb 08, 2022

BUY
$394.21 - $439.01 $48 Million - $53.5 Million
121,752 Added 48.16%
374,551 $164 Million
Q3 2021

Oct 27, 2021

BUY
$390.68 - $416.73 $12.1 Million - $13 Million
31,082 Added 14.02%
252,799 $99.7 Million
Q2 2021

Jul 29, 2021

BUY
$368.16 - $394.32 $1.61 Million - $1.72 Million
4,371 Added 2.01%
221,717 $87.3 Million
Q1 2021

May 10, 2021

BUY
$339.03 - $365.24 $3.67 Million - $3.95 Million
10,828 Added 5.24%
217,346 $79.2 Million
Q4 2020

Feb 09, 2021

BUY
$299.82 - $343.69 $4.36 Million - $5 Million
14,554 Added 7.58%
206,518 $71 Million
Q3 2020

Nov 12, 2020

BUY
$285.37 - $328.74 $9.07 Million - $10.4 Million
31,787 Added 19.84%
191,964 $59.1 Million
Q2 2020

Aug 06, 2020

BUY
$226.15 - $297.17 $2.62 Million - $3.44 Million
11,569 Added 7.78%
160,177 $45.4 Million
Q1 2020

May 11, 2020

SELL
$204.27 - $310.92 $343,377 - $522,656
-1,681 Reduced 1.12%
148,608 $35.2 Million
Q4 2019

Feb 14, 2020

BUY
$264.57 - $296.67 $39.8 Million - $44.6 Million
150,289 New
150,289 $44.5 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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