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

Holistic Planning, LLC

$276 Billion
Q4 2024

A detailed history of Holistic Planning, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 13,851 shares of VOO stock, worth $7.74 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

13,851

Previous 11,825 17.13%

Holding current value

$7.74 Million

Previous $6.24 Billion 19.61%

% of portfolio

2.7%

Previous 2.64%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$521.84 - $558.82 $1.06 Million - $1.13 Million	2,026 Added 17.13%	13,851 $7.46 Billion
Q3 2024 Nov 01, 2024	SELL	$475.2 - $527.7 $439,560 - $488,122	-925 Reduced 7.25%	11,825 $6.24 Billion
Q2 2024 Jul 22, 2024	SELL	$455.1 - $504.28 $55,522 - $61,522	-122 Reduced 0.95%	12,750 $6.13 Billion
Q1 2024 May 01, 2024	SELL	$429.43 - $481.35 $588,748 - $659,930	-1,371 Reduced 9.63%	12,872 $6.19 Billion
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $5.37 Million - $6.24 Million	14,243 New	14,243 $6.22 Billion

Others Institutions Holding VOO

# of Institutions

3,206

Shares Held

390M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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