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

Holistic Planning, LLC

  • $130 Billion
  • Q2 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 12,750 shares of VOO stock, worth $6.33 Million. This represents 4.71% of its overall portfolio holdings.

Number of Shares
12,750
Previous 12,872 0.95%
Holding current value
$6.33 Million
Previous $6.19 Billion 0.95%
% of portfolio
4.71%
Previous 4.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,996
Shares Held
375M
Call Options Held
1.16M
Put Options Held
1.02M
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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