Sensible Financial Planning & Management, Llc. Vanguard Index Fds S&P 500 ETF Transaction History

Sensible Financial Planning & Management, Llc.

$507 Million
Q3 2024

A detailed history of Sensible Financial Planning & Management, Llc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Sensible Financial Planning & Management, Llc. holds 37,918 shares of VOO stock, worth $20.7 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares

37,918

Previous 38,399 1.25%

Holding current value

$20.7 Million

Previous $19.2 Million 4.18%

% of portfolio

3.95%

Previous 4.15%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$475.2 - $527.7 $228,571 - $253,823	-481 Reduced 1.25%	37,918 $20 Million
Q2 2024 Jul 18, 2024	SELL	$455.1 - $504.28 $215,717 - $239,028	-474 Reduced 1.22%	38,399 $19.2 Million
Q1 2024 May 06, 2024	BUY	$429.43 - $481.35 $502,433 - $563,179	1,170 Added 3.1%	38,873 $18.7 Million
Q4 2023 Feb 02, 2024	BUY	$377.32 - $438.19 $35,090 - $40,751	93 Added 0.25%	37,703 $16.5 Million
Q3 2023 Oct 26, 2023	SELL	$392.7 - $420.68 $5,890 - $6,310	-15 Reduced 0.04%	37,610 $14.8 Million
Q2 2023 Aug 03, 2023	SELL	$371.44 - $407.28 $2.18 Million - $2.39 Million	-5,862 Reduced 13.48%	37,625 $15.3 Million
Q1 2023 Apr 14, 2023	SELL	$348.66 - $382.94 $3,137 - $3,446	-9 Reduced 0.02%	43,487 $16.4 Million
Q4 2022 Feb 01, 2023	BUY	$327.64 - $374.54 $2.28 Million - $2.61 Million	6,963 Added 19.06%	43,496 $15.3 Million
Q3 2022 Nov 07, 2022	BUY	$328.3 - $395.04 $237,360 - $285,613	723 Added 2.02%	36,533 $12 Million
Q2 2022 Aug 04, 2022	BUY	$337.07 - $419.85 $1.15 Million - $1.43 Million	3,416 Added 10.55%	35,810 $12.4 Million
Q1 2022 May 18, 2022	SELL	$382.7 - $439.25 $143,895 - $165,158	-376 Reduced 1.15%	32,394 $13.4 Million
Q4 2021 Feb 11, 2022	BUY	$394.21 - $439.01 $734,413 - $817,875	1,863 Added 6.03%	32,770 $14.3 Million
Q3 2021 Nov 09, 2021	BUY	$390.68 - $416.73 $1,953 - $2,083	5 Added 0.02%	30,907 $12.2 Million
Q2 2021 Jul 29, 2021	SELL	$368.16 - $394.32 $368,528 - $394,714	-1,001 Reduced 3.14%	30,902 $12.2 Million
Q1 2021 May 17, 2021	SELL	$339.03 - $365.24 $460,402 - $495,995	-1,358 Reduced 4.08%	31,903 $11.6 Million
Q4 2020 Feb 24, 2021	SELL	$299.82 - $343.69 $663,801 - $760,929	-2,214 Reduced 6.24%	33,261 $11.4 Million
Q3 2020 Nov 06, 2020	SELL	$285.37 - $328.74 $1.23 Million - $1.41 Million	-4,296 Reduced 10.8%	35,475 $10.9 Million
Q2 2020 Aug 12, 2020	SELL	$226.15 - $297.17 $1.27 Million - $1.67 Million	-5,618 Reduced 12.38%	39,771 $11.3 Million
Q1 2020 May 07, 2020	SELL	$204.27 - $310.92 $506,793 - $771,392	-2,481 Reduced 5.18%	45,389 $10.7 Million
Q4 2019 Feb 12, 2020	SELL	$264.57 - $296.67 $856,677 - $960,617	-3,238 Reduced 6.34%	47,870 $14.2 Million
Q3 2019 Oct 28, 2019	SELL	$260.57 - $277.38 $335,874 - $357,542	-1,289 Reduced 2.46%	51,108 $13.9 Million
Q2 2019 Aug 07, 2019	SELL	$252.12 - $271.73 $483,314 - $520,906	-1,917 Reduced 3.53%	52,397 $14.1 Million
Q1 2019 May 01, 2019	SELL	$224.5 - $261.43 $509,390 - $593,184	-2,269 Reduced 4.01%	54,314 $14.1 Million
Q4 2018 Feb 06, 2019	SELL	$215.07 - $268.24 $275,074 - $343,078	-1,279 Reduced 2.21%	56,583 $13 Million
Q3 2018 Oct 29, 2018	SELL	$248.79 - $269.75 $198,783 - $215,530	-799 Reduced 1.36%	57,862 $15.5 Million
Q2 2018 Aug 07, 2018	SELL	$236.48 - $256.33 $796,228 - $863,063	-3,367 Reduced 5.43%	58,661 $14.6 Million
Q1 2018 May 11, 2018	SELL	$236.79 - $263.36 $225,897 - $251,245	-954 Reduced 1.51%	62,028 $15 Million
Q4 2017 Feb 13, 2018	SELL	$231.73 - $247.65 $800,163 - $855,135	-3,453 Reduced 5.2%	62,982 $15.4 Million
Q3 2017 Nov 01, 2017	SELL	$228.78 - $230.76 $783,113 - $789,891	-3,423 Reduced 4.9%	66,435 $15.3 Million
Q2 2017 Aug 11, 2017	BUY	N/A	69,858	69,858 $15.5 Million

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

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About VANGUARD INDEX FDS S&P 500 ETF

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Sensible Financial Planning & Management, Llc. Vanguard Index Fds S&P 500 ETF Transaction History