Global Retirement Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Global Retirement Partners, LLC holds 73,434 shares of VOO stock, worth $40.6 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

73,434

Previous 72,531 1.24%

Holding current value

$40.6 Million

Previous $36.3 Million 6.82%

% of portfolio

1.19%

Previous 1.15%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$475.2 - $527.7 $429,105 - $476,513	903 Added 1.24%	73,434 $38.7 Million
Q2 2024 Jul 23, 2024	BUY	$455.1 - $504.28 $1.54 Million - $1.7 Million	3,381 Added 4.89%	72,531 $36.3 Million
Q1 2024 Apr 23, 2024	SELL	$429.43 - $481.35 $465,931 - $522,264	-1,085 Reduced 1.54%	69,150 $33.2 Million
Q4 2023 Jan 18, 2024	BUY	$377.32 - $438.19 $1.87 Million - $2.18 Million	4,968 Added 7.61%	70,235 $30.7 Million
Q3 2023 Oct 13, 2023	SELL	$392.7 - $420.68 $874,542 - $936,854	-2,227 Reduced 3.3%	65,267 $25.6 Million
Q2 2023 Jul 20, 2023	BUY	$371.44 - $407.28 $1.52 Million - $1.67 Million	4,090 Added 6.45%	67,494 $27.5 Million
Q1 2023 May 05, 2023	BUY	$348.66 - $382.94 $3.61 Million - $3.97 Million	10,367 Added 19.55%	63,404 $23.8 Million
Q4 2022 Feb 13, 2023	BUY	$327.64 - $374.54 $2.32 Million - $2.65 Million	7,086 Added 15.42%	53,037 $18.6 Million
Q4 2022 Feb 13, 2023	BUY	$327.64 - $374.54 $2.32 Million - $2.65 Million	7,086 Added 15.42%	53,037 $18.6 Million
Q3 2022 Nov 03, 2022	SELL	$328.3 - $395.04 $309,915 - $372,917	-944 Reduced 2.01%	45,951 $16.3 Million
Q2 2022 Jul 15, 2022	SELL	$337.07 - $419.85 $1.17 Million - $1.46 Million	-3,483 Reduced 6.91%	46,895 $16.3 Million
Q1 2022 Jul 14, 2022	BUY	$382.7 - $439.25 $19.3 Million - $22.1 Million	50,378 New	50,378 $18.2 Million
Q4 2021 Jan 21, 2022	SELL	$394.21 - $439.01 $15.3 Million - $17.1 Million	-38,886 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$390.68 - $416.73 $462,174 - $492,991	1,183 Added 3.14%	38,886 $15.3 Million
Q2 2021 Jul 15, 2021	SELL	$368.16 - $394.32 $84,676 - $90,693	-230 Reduced 0.61%	37,703 $14.8 Million
Q1 2021 Apr 14, 2021	SELL	$339.03 - $365.24 $70,179 - $75,604	-207 Reduced 0.54%	37,933 $13.8 Million
Q4 2020 Jan 13, 2021	SELL	$299.82 - $343.69 $457,225 - $524,127	-1,525 Reduced 3.84%	38,140 $13.1 Million
Q3 2020 Oct 09, 2020	BUY	$285.37 - $328.74 $788,477 - $908,308	2,763 Added 7.49%	39,665 $12.2 Million
Q2 2020 Jul 13, 2020	BUY	$226.15 - $297.17 $924,727 - $1.22 Million	4,089 Added 12.46%	36,902 $10.5 Million
Q1 2020 Apr 28, 2020	BUY	$204.27 - $310.92 $418,957 - $637,696	2,051 Added 6.67%	32,813 $7.77 Million
Q4 2019 Jan 23, 2020	BUY	$264.57 - $296.67 $279,915 - $313,876	1,058 Added 3.56%	30,762 $9.1 Million
Q3 2019 Nov 19, 2019	BUY	$260.57 - $277.38 $94,326 - $100,411	362 Added 1.23%	29,704 $8.1 Million
Q2 2019 Nov 19, 2019	BUY	$252.12 - $271.73 $1.18 Million - $1.27 Million	4,687 Added 19.01%	29,342 $7.9 Million
Q1 2019 May 07, 2019	BUY	$224.5 - $261.43 $566,413 - $659,587	2,523 Added 11.4%	24,655 $6.4 Million
Q4 2018 Feb 22, 2019	BUY	$215.07 - $268.24 $1.61 Million - $2 Million	7,474 Added 50.99%	22,132 $5.09 Million
Q3 2018 Oct 17, 2018	SELL	$248.79 - $269.75 $97,525 - $105,742	-392 Reduced 2.6%	14,658 $3.91 Million
Q2 2018 Aug 13, 2018	BUY	$236.48 - $256.33 $2.32 Million - $2.52 Million	9,824 Added 187.98%	15,050 $3.76 Million
Q1 2018 Aug 10, 2018	BUY	$236.79 - $263.36 $42,148 - $46,878	178 Added 3.53%	5,226 $1.27 Million
Q4 2017 Aug 13, 2018	BUY	$231.73 - $247.65 $338,325 - $361,569	1,460 Added 40.69%	5,048 $1.24 Million
Q3 2017 Aug 10, 2018	SELL	$228.78 - $230.76 $116,449 - $117,456	-509 Reduced 12.42%	3,588 $828,000
Q2 2017 Aug 10, 2018	SELL	N/A	-92 Reduced 2.2%	4,097 $910,000
Q1 2017 Aug 10, 2018	BUY	N/A	783 Added 22.99%	4,189 $906,000
Q4 2016 Aug 10, 2018	BUY	N/A	3,406	3,406 $699,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Global Retirement Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History