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 11,825 shares of VOO stock, worth $6.45 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares
11,825
Previous 12,750 7.25%
Holding current value
$6.45 Million
Previous $6.13 Billion 1.8%
% of portfolio
2.64%
Previous 4.71%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD INDEX FDS S&P 500 ETF


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