Mark Sheptoff Financial Planning, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Mark Sheptoff Financial Planning, LLC
- $177 Million
- Q1 2025
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 $29,002. This represents 0.02% of its overall portfolio holdings.
Number of Shares
57
Previous 57
-0.0%
Holding current value
$29,002
Previous $30,000
3.33%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VOO
# of Institutions
3,631Shares Held
524MCall Options Held
2.1MPut Options Held
1.61M-
Afbi LP Miami Beach, FL39.9MShares$20.3 Billion100.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA34.5MShares$17.5 Billion0.33% of portfolio
-
Jpmorgan Chase & CO New York, NY29.2MShares$14.9 Billion1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.7MShares$13.6 Billion5.31% of portfolio
-
Bank Of America Corp Charlotte, NC24.6MShares$12.5 Billion1.04% of portfolio