Pds Planning, Inc Vanguard Index Fds S&P 500 ETF Transaction History

Pds Planning, Inc

$1.1 Billion
Q3 2024

A detailed history of Pds Planning, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Pds Planning, Inc holds 8,015 shares of VOO stock, worth $4.32 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

8,015

Previous 5,929 35.18%

Holding current value

$4.32 Million

Previous $2.97 Million 42.63%

% of portfolio

0.38%

Previous 0.3%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$475.2 - $527.7 $991,267 - $1.1 Million	2,086 Added 35.18%	8,015 $4.23 Million
Q2 2024 Aug 07, 2024	BUY	$455.1 - $504.28 $235,286 - $260,712	517 Added 9.55%	5,929 $2.97 Million
Q1 2024 May 01, 2024	BUY	$429.43 - $481.35 $296,306 - $332,131	690 Added 14.61%	5,412 $2.6 Million
Q4 2023 Feb 01, 2024	BUY	$377.32 - $438.19 $141,872 - $164,759	376 Added 8.65%	4,722 $2.06 Million
Q3 2023 Oct 20, 2023	BUY	$392.7 - $420.68 $34,164 - $36,599	87 Added 2.04%	4,346 $1.71 Million
Q2 2023 Jul 20, 2023	BUY	$371.44 - $407.28 $87,659 - $96,118	236 Added 5.87%	4,259 $1.73 Million
Q1 2023 May 01, 2023	BUY	$348.66 - $382.94 $292,874 - $321,669	840 Added 26.39%	4,023 $1.51 Million
Q4 2022 Jan 26, 2023	BUY	$327.64 - $374.54 $76,012 - $86,893	232 Added 7.86%	3,183 $0
Q3 2022 Nov 02, 2022	SELL	$328.3 - $395.04 $192,383 - $231,493	-586 Reduced 16.57%	2,951 $969,000
Q2 2022 Jul 15, 2022	SELL	$337.07 - $419.85 $7,752 - $9,656	-23 Reduced 0.65%	3,537 $1.23 Million
Q1 2022 Apr 18, 2022	BUY	$382.7 - $439.25 $425,562 - $488,446	1,112 Added 45.42%	3,560 $1.48 Million
Q4 2021 Jan 25, 2022	BUY	$394.21 - $439.01 $16,556 - $18,438	42 Added 1.75%	2,448 $1.07 Million
Q3 2021 Oct 22, 2021	BUY	$390.68 - $416.73 $53,523 - $57,092	137 Added 6.04%	2,406 $949,000
Q2 2021 Jul 26, 2021	SELL	$368.16 - $394.32 $90,199 - $96,608	-245 Reduced 9.75%	2,269 $893,000
Q1 2021 Apr 20, 2021	BUY	$339.03 - $365.24 $35,598 - $38,350	105 Added 4.36%	2,514 $916,000
Q4 2020 Jan 21, 2021	BUY	$299.82 - $343.69 $147,211 - $168,751	491 Added 25.6%	2,409 $828,000
Q3 2020 Oct 19, 2020	BUY	$285.37 - $328.74 $164,943 - $190,011	578 Added 43.13%	1,918 $590,000
Q2 2020 Aug 11, 2020	BUY	$226.15 - $297.17 $303,041 - $398,207	1,340 New	1,340 $380,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.

Account