Global Retirement Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Global Retirement Partners, LLC holds 77,869 shares of VOO stock, worth $42.5 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

77,869

Previous 73,434 6.04%

Holding current value

$42.5 Million

Previous $38.7 Million 8.28%

% of portfolio

1.23%

Previous 1.19%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$521.84 - $558.82 $2.31 Million - $2.48 Million	4,435 Added 6.04%	77,869 $42 Million
Q3 2024 Oct 16, 2024	BUY	$475.2 - $527.7 $429,105 - $476,513	903 Added 1.24%	73,434 $38.7 Million
Q2 2024 Jul 23, 2024	BUY	$455.1 - $504.28 $1.54 Million - $1.7 Million	3,381 Added 4.89%	72,531 $36.3 Million
Q1 2024 Apr 23, 2024	SELL	$429.43 - $481.35 $465,931 - $522,264	-1,085 Reduced 1.54%	69,150 $33.2 Million
Q4 2023 Jan 18, 2024	BUY	$377.32 - $438.19 $1.87 Million - $2.18 Million	4,968 Added 7.61%	70,235 $30.7 Million
Q3 2023 Oct 13, 2023	SELL	$392.7 - $420.68 $874,542 - $936,854	-2,227 Reduced 3.3%	65,267 $25.6 Million
Q2 2023 Jul 20, 2023	BUY	$371.44 - $407.28 $1.52 Million - $1.67 Million	4,090 Added 6.45%	67,494 $27.5 Million
Q1 2023 May 05, 2023	BUY	$348.66 - $382.94 $3.61 Million - $3.97 Million	10,367 Added 19.55%	63,404 $23.8 Million
Q4 2022 Feb 13, 2023	BUY	$327.64 - $374.54 $2.32 Million - $2.65 Million	7,086 Added 15.42%	53,037 $18.6 Million
Q4 2022 Feb 13, 2023	BUY	$327.64 - $374.54 $2.32 Million - $2.65 Million	7,086 Added 15.42%	53,037 $18.6 Million
Q3 2022 Nov 03, 2022	SELL	$328.3 - $395.04 $309,915 - $372,917	-944 Reduced 2.01%	45,951 $16.3 Million
Q2 2022 Jul 15, 2022	SELL	$337.07 - $419.85 $1.17 Million - $1.46 Million	-3,483 Reduced 6.91%	46,895 $16.3 Million
Q1 2022 Jul 14, 2022	BUY	$382.7 - $439.25 $19.3 Million - $22.1 Million	50,378 New	50,378 $18.2 Million
Q4 2021 Jan 21, 2022	SELL	$394.21 - $439.01 $15.3 Million - $17.1 Million	-38,886 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$390.68 - $416.73 $462,174 - $492,991	1,183 Added 3.14%	38,886 $15.3 Million
Q2 2021 Jul 15, 2021	SELL	$368.16 - $394.32 $84,676 - $90,693	-230 Reduced 0.61%	37,703 $14.8 Million
Q1 2021 Apr 14, 2021	SELL	$339.03 - $365.24 $70,179 - $75,604	-207 Reduced 0.54%	37,933 $13.8 Million
Q4 2020 Jan 13, 2021	SELL	$299.82 - $343.69 $457,225 - $524,127	-1,525 Reduced 3.84%	38,140 $13.1 Million
Q3 2020 Oct 09, 2020	BUY	$285.37 - $328.74 $788,477 - $908,308	2,763 Added 7.49%	39,665 $12.2 Million
Q2 2020 Jul 13, 2020	BUY	$226.15 - $297.17 $924,727 - $1.22 Million	4,089 Added 12.46%	36,902 $10.5 Million
Q1 2020 Apr 28, 2020	BUY	$204.27 - $310.92 $418,957 - $637,696	2,051 Added 6.67%	32,813 $7.77 Million
Q4 2019 Jan 23, 2020	BUY	$264.57 - $296.67 $279,915 - $313,876	1,058 Added 3.56%	30,762 $9.1 Million
Q3 2019 Nov 19, 2019	BUY	$260.57 - $277.38 $94,326 - $100,411	362 Added 1.23%	29,704 $8.1 Million
Q2 2019 Nov 19, 2019	BUY	$252.12 - $271.73 $1.18 Million - $1.27 Million	4,687 Added 19.01%	29,342 $7.9 Million
Q1 2019 May 07, 2019	BUY	$224.5 - $261.43 $566,413 - $659,587	2,523 Added 11.4%	24,655 $6.4 Million
Q4 2018 Feb 22, 2019	BUY	$215.07 - $268.24 $1.61 Million - $2 Million	7,474 Added 50.99%	22,132 $5.09 Million
Q3 2018 Oct 17, 2018	SELL	$248.79 - $269.75 $97,525 - $105,742	-392 Reduced 2.6%	14,658 $3.91 Million
Q2 2018 Aug 13, 2018	BUY	$236.48 - $256.33 $2.32 Million - $2.52 Million	9,824 Added 187.98%	15,050 $3.76 Million
Q1 2018 Aug 10, 2018	BUY	$236.79 - $263.36 $42,148 - $46,878	178 Added 3.53%	5,226 $1.27 Million
Q4 2017 Aug 13, 2018	BUY	$231.73 - $247.65 $338,325 - $361,569	1,460 Added 40.69%	5,048 $1.24 Million
Q3 2017 Aug 10, 2018	SELL	$228.78 - $230.76 $116,449 - $117,456	-509 Reduced 12.42%	3,588 $828,000
Q2 2017 Aug 10, 2018	SELL	N/A	-92 Reduced 2.2%	4,097 $910,000
Q1 2017 Aug 10, 2018	BUY	N/A	783 Added 22.99%	4,189 $906,000
Q4 2016 Aug 10, 2018	BUY	N/A	3,406	3,406 $699,000

Others Institutions Holding VOO

# of Institutions

3,521

Shares Held

473M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Account

Global Retirement Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History