Plan Group Financial, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Plan Group Financial, LLC

$187 Million
Q4 2024

A detailed history of Plan Group Financial, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 30,155 shares of VOO stock, worth $16.8 Million. This represents 8.7% of its overall portfolio holdings.

Number of Shares

30,155

Previous 30,913 2.45%

Holding current value

$16.8 Million

Previous $16.3 Million 0.39%

% of portfolio

8.7%

Previous 8.7%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$521.84 - $558.82 $395,554 - $423,585	-758 Reduced 2.45%	30,155 $16.2 Million
Q3 2024 Oct 22, 2024	BUY	$475.2 - $527.7 $292,723 - $325,063	616 Added 2.03%	30,913 $16.3 Million
Q2 2024 Aug 05, 2024	BUY	$455.1 - $504.28 $1.2 Million - $1.32 Million	2,627 Added 9.49%	30,297 $15.2 Million
Q1 2024 Apr 26, 2024	BUY	$429.43 - $481.35 $2.5 Million - $2.8 Million	5,823 Added 26.65%	27,670 $13.3 Million
Q4 2023 Jan 29, 2024	BUY	$377.32 - $438.19 $1.32 Million - $1.53 Million	3,501 Added 19.08%	21,847 $9.54 Million
Q3 2023 Nov 13, 2023	BUY	$392.7 - $420.68 $3.93 Million - $4.21 Million	10,007 Added 120.0%	18,346 $7.2 Million
Q2 2023 Aug 10, 2023	BUY	$371.44 - $407.28 $1.67 Million - $1.83 Million	4,490 Added 116.65%	8,339 $3.4 Million
Q2 2022 Aug 12, 2022	BUY	$337.07 - $419.85 $1.3 Million - $1.62 Million	3,849 New	3,849 $1.37 Million

Others Institutions Holding VOO

# of Institutions

3,301

Shares Held

442M

Call Options Held

2.08M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Plan Group Financial, LLC Vanguard Index Fds S&P 500 ETF Transaction History