Next Level Wealth Planning, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Next Level Wealth Planning, LLC

$177 Billion
Q3 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 90,914 shares of VOO stock, worth $56.2 Million. This represents 31.43% of its overall portfolio holdings.

Number of Shares

90,914

Previous 86,626 4.95%

Holding current value

$56.2 Million

Previous $49.2 Billion 13.15%

% of portfolio

31.43%

Previous 31.51%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$567.77 - $614.76 $2.43 Million - $2.64 Million	4,288 Added 4.95%	90,914 $55.7 Billion
Q2 2025 Jul 22, 2025	BUY	$456.74 - $568.03 $2.44 Million - $3.04 Million	5,350 Added 6.58%	86,626 $49.2 Billion
Q1 2025 May 06, 2025	BUY	$507.05 - $563.67 $2.35 Million - $2.61 Million	4,637 Added 6.05%	81,276 $41.8 Billion
Q4 2024 Jan 30, 2025	BUY	$521.84 - $558.82 $40 Million - $42.8 Million	76,639 New	76,639 $41.3 Billion

Others Institutions Holding VOO

# of Institutions

3,874

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Next Level Wealth Planning, LLC Vanguard Index Fds S&P 500 ETF Transaction History