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

Planwiser Financial, LLC

  • $126 Billion
  • Q3 2025

A detailed history of Planwiser Financial, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Planwiser Financial, LLC holds 384 shares of VOO stock, worth $237,246. This represents 0.19% of its overall portfolio holdings.

Number of Shares
384
Previous 388 1.03%
Holding current value
$237,246
Previous $227 Million 6.21%
% of portfolio
0.19%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$567.77 - $614.76 $2,271 - $2,459
-4 Reduced 1.03%
384 $241 Million
Q2 2025

Aug 13, 2025
SELL
$456.74 - $568.03 $25,120 - $31,241
-55 Reduced 12.42%
388 $227 Million
Q1 2025

May 08, 2025
BUY
$507.05 - $563.67 $224,623 - $249,705
443 New
443 $228 Million

Others Institutions Holding VOO

# of Institutions
3,879
Shares Held
545M
Call Options Held
2.75M
Put Options Held
3.12M
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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