Mark Sheptoff Financial Planning, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Mark Sheptoff Financial Planning, LLC

$186 Million
Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 57 shares of VOO stock, worth $31,475. This represents 0.02% of its overall portfolio holdings.

Number of Shares

Previous 57 -0.0%

Holding current value

$31,475

Previous $28,000 7.14%

% of portfolio

0.02%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$377.32 - $438.19 $21,507 - $24,976	57 New	57 $24,000
Q2 2021 Aug 12, 2021	SELL	$368.16 - $394.32 $36,816 - $39,432	-100 Closed	0 $0
Q1 2021 May 11, 2021	SELL	$339.03 - $365.24 $33,903 - $36,524	-100 Reduced 50.0%	100 $36,000
Q2 2018 Aug 09, 2018	BUY	$236.48 - $256.33 $47,296 - $51,266	200 New	200 $50,000

Others Institutions Holding VOO

# of Institutions

3,327

Shares Held

435M

Call Options Held

2.08M

Put Options Held

2.64M

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About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Mark Sheptoff Financial Planning, LLC Vanguard Index Fds S&P 500 ETF Transaction History