Phillips Wealth Planners LLC Vanguard Index Fds S&P 500 ETF Transaction History

Phillips Wealth Planners LLC

  • $94.6 Billion
  • Q1 2025

A detailed history of Phillips Wealth Planners LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 8,586 shares of VOO stock, worth $4.7 Million. This represents 4.45% of its overall portfolio holdings.

Number of Shares
8,586
Previous 9,357 8.24%
Holding current value
$4.7 Million
Previous $5 Billion 15.69%
% of portfolio
4.45%
Previous 4.99%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$507.05 - $563.67 $390,935 - $434,589
-771 Reduced 8.24%
8,586 $4.21 Billion
Q4 2024

Jan 17, 2025
BUY
$521.84 - $558.82 $320,931 - $343,674
615 Added 7.04%
9,357 $5 Billion
Q3 2024

Oct 28, 2024
BUY
$475.2 - $527.7 $87,436 - $97,096
184 Added 2.15%
8,742 $4.68 Billion
Q2 2024

Aug 02, 2024
SELL
$455.1 - $504.28 $84,648 - $93,796
-186 Reduced 2.13%
8,558 $4.41 Billion
Q1 2024

Apr 29, 2024
SELL
$429.43 - $481.35 $157,600 - $176,655
-367 Reduced 4.03%
8,744 $4.05 Billion
Q4 2023

Feb 12, 2024
BUY
$377.32 - $438.19 $260,728 - $302,789
691 Added 8.21%
9,111 $3.99 Billion
Q3 2023

Oct 30, 2023
BUY
$392.7 - $420.68 $358,535 - $384,080
913 Added 12.16%
8,420 $3.3 Billion
Q2 2023

Jul 26, 2023
SELL
$371.44 - $407.28 $15,971 - $17,513
-43 Reduced 0.57%
7,507 $3.06 Billion
Q1 2023

May 15, 2023
SELL
$348.66 - $382.94 $34,517 - $37,911
-99 Reduced 1.29%
7,550 $2.88 Billion
Q4 2022

Feb 14, 2023
BUY
$327.64 - $374.54 $2.51 Million - $2.86 Million
7,649 New
7,649 $2.9 Billion

Others Institutions Holding VOO

# of Institutions
3,639
Shares Held
526M
Call Options Held
2.1M
Put Options Held
1.61M
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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