Next Level Wealth Planning, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Next Level Wealth Planning, LLC

$156 Billion
Q2 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 86,626 shares of VOO stock, worth $50.4 Million. This represents 31.51% of its overall portfolio holdings.

Number of Shares

86,626

Previous 81,276 6.58%

Holding current value

$50.4 Million

Previous $41.8 Billion 17.81%

% of portfolio

31.51%

Previous 31.64%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$456.74 - $568.03 $2.44 Million - $3.04 Million	5,350 Added 6.58%	86,626 $49.2 Billion
Q1 2025 May 06, 2025	BUY	$507.05 - $563.67 $2.35 Million - $2.61 Million	4,637 Added 6.05%	81,276 $41.8 Billion
Q4 2024 Jan 30, 2025	BUY	$521.84 - $558.82 $40 Million - $42.8 Million	76,639 New	76,639 $41.3 Billion

Others Institutions Holding VOO

# of Institutions

3,696

Shares Held

532M

Call Options Held

2.14M

Put Options Held

2.72M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Next Level Wealth Planning, LLC Vanguard Index Fds S&P 500 ETF Transaction History