A detailed history of Capital Planning Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 9,135 shares of VOO stock, worth $4.89 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
9,135
Previous 6,807 34.2%
Holding current value
$4.89 Million
Previous $3.27 Million 39.61%
% of portfolio
0.81%
Previous 0.59%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$455.1 - $504.28 $1.06 Million - $1.17 Million
2,328 Added 34.2%
9,135 $4.57 Million
Q1 2024

May 15, 2024

BUY
$429.43 - $481.35 $369,309 - $413,961
860 Added 14.46%
6,807 $3.27 Million
Q4 2023

Feb 12, 2024

BUY
$377.32 - $438.19 $1.33 Million - $1.55 Million
3,530 Added 146.05%
5,947 $2.6 Million
Q3 2023

Oct 30, 2023

BUY
$392.7 - $420.68 $417,440 - $447,182
1,063 Added 78.51%
2,417 $949,000
Q2 2023

Aug 01, 2023

BUY
$371.44 - $407.28 $502,929 - $551,457
1,354 New
1,354 $551,000
Q3 2022

Nov 14, 2022

BUY
$328.3 - $395.04 $22,981 - $27,652
70 Added 9.2%
831 $273,000
Q2 2022

Aug 10, 2022

SELL
$337.07 - $419.85 $16,853 - $20,992
-50 Reduced 6.17%
761 $264,000
Q1 2022

May 10, 2022

SELL
$382.7 - $439.25 $19,135 - $21,962
-50 Reduced 5.81%
811 $337,000
Q4 2021

Feb 14, 2022

BUY
$394.21 - $439.01 $47,699 - $53,120
121 Added 16.35%
861 $376,000
Q2 2021

Aug 13, 2021

BUY
$368.16 - $394.32 $272,438 - $291,796
740 New
740 $291,000
Q4 2019

Feb 03, 2020

SELL
$264.57 - $296.67 $14,551 - $16,316
-55 Closed
0 $0
Q3 2019

Nov 05, 2019

BUY
$260.57 - $277.38 $14,331 - $15,255
55 New
55 $15,000

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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