Laurel Wealth Planning LLC Vanguard Index Fds S&P 500 ETF Transaction History

Laurel Wealth Planning LLC

$155 Million
Q4 2024

A detailed history of Laurel Wealth Planning LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 20,118 shares of VOO stock, worth $11.3 Million. This represents 6.99% of its overall portfolio holdings.

Number of Shares

20,118

Previous 19,608 2.6%

Holding current value

$11.3 Million

Previous $10.3 Million 4.76%

% of portfolio

6.99%

Previous 6.76%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$521.84 - $558.82 $266,138 - $284,998	510 Added 2.6%	20,118 $10.8 Million
Q3 2024 Oct 28, 2024	SELL	$475.2 - $527.7 $105,019 - $116,621	-221 Reduced 1.11%	19,608 $10.3 Million
Q2 2024 Jul 25, 2024	SELL	$455.1 - $504.28 $570,695 - $632,367	-1,254 Reduced 5.95%	19,829 $9.92 Million
Q1 2024 Apr 22, 2024	SELL	$429.43 - $481.35 $279,988 - $313,840	-652 Reduced 3.0%	21,083 $10.1 Million
Q4 2023 Feb 09, 2024	BUY	$377.32 - $438.19 $971,221 - $1.13 Million	2,574 Added 13.43%	21,735 $9.49 Million
Q3 2023 Oct 27, 2023	BUY	$392.7 - $420.68 $850,195 - $910,772	2,165 Added 12.74%	19,161 $7.53 Million
Q2 2023 Jul 19, 2023	SELL	$371.44 - $407.28 $41,601 - $45,615	-112 Reduced 0.65%	16,996 $6.92 Million
Q1 2023 Apr 18, 2023	SELL	$348.66 - $382.94 $657,921 - $722,607	-1,887 Reduced 9.93%	17,108 $6.43 Million
Q4 2022 Feb 01, 2023	BUY	$327.64 - $374.54 $89,118 - $101,874	272 Added 1.45%	18,995 $6.67 Million
Q3 2022 Nov 02, 2022	BUY	$328.3 - $395.04 $32,830 - $39,504	100 Added 0.54%	18,723 $6.15 Million
Q2 2022 Aug 09, 2022	BUY	$337.07 - $419.85 $467,853 - $582,751	1,388 Added 8.05%	18,623 $6.46 Million
Q1 2022 Apr 28, 2022	SELL	$382.7 - $439.25 $246,458 - $282,877	-644 Reduced 3.6%	17,235 $7.16 Million
Q4 2021 Feb 01, 2022	SELL	$394.21 - $439.01 $570,816 - $635,686	-1,448 Reduced 7.49%	17,879 $7.81 Million
Q3 2021 Nov 12, 2021	SELL	$390.68 - $416.73 $132,049 - $140,854	-338 Reduced 1.72%	19,327 $7.62 Million
Q2 2021 Aug 09, 2021	SELL	$368.16 - $394.32 $15,094 - $16,167	-41 Reduced 0.21%	19,665 $7.74 Million
Q1 2021 May 06, 2021	BUY	$339.03 - $365.24 $517,020 - $556,991	1,525 Added 8.39%	19,706 $7.18 Million
Q4 2020 Feb 08, 2021	BUY	$299.82 - $343.69 $5.45 Million - $6.25 Million	18,181 New	18,181 $6.25 Million

Others Institutions Holding VOO

# of Institutions

3,507

Shares Held

476M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Laurel Wealth Planning LLC Vanguard Index Fds S&P 500 ETF Transaction History