Phillips Wealth Planners LLC Vanguard Index Fds S&P 500 ETF Transaction History

Phillips Wealth Planners LLC

$100 Billion
Q4 2024

A detailed history of Phillips Wealth Planners LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 9,357 shares of VOO stock, worth $5.2 Million. This represents 4.99% of its overall portfolio holdings.

Number of Shares

9,357

Previous 8,742 7.04%

Holding current value

$5.2 Million

Previous $4.68 Billion 6.77%

% of portfolio

4.99%

Previous 4.48%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$521.84 - $558.82 $320,931 - $343,674	615 Added 7.04%	9,357 $5 Billion
Q3 2024 Oct 28, 2024	BUY	$475.2 - $527.7 $87,436 - $97,096	184 Added 2.15%	8,742 $4.68 Billion
Q2 2024 Aug 02, 2024	SELL	$455.1 - $504.28 $84,648 - $93,796	-186 Reduced 2.13%	8,558 $4.41 Billion
Q1 2024 Apr 29, 2024	SELL	$429.43 - $481.35 $157,600 - $176,655	-367 Reduced 4.03%	8,744 $4.05 Billion
Q4 2023 Feb 12, 2024	BUY	$377.32 - $438.19 $260,728 - $302,789	691 Added 8.21%	9,111 $3.99 Billion
Q3 2023 Oct 30, 2023	BUY	$392.7 - $420.68 $358,535 - $384,080	913 Added 12.16%	8,420 $3.3 Billion
Q2 2023 Jul 26, 2023	SELL	$371.44 - $407.28 $15,971 - $17,513	-43 Reduced 0.57%	7,507 $3.06 Billion
Q1 2023 May 15, 2023	SELL	$348.66 - $382.94 $34,517 - $37,911	-99 Reduced 1.29%	7,550 $2.88 Billion
Q4 2022 Feb 14, 2023	BUY	$327.64 - $374.54 $2.51 Million - $2.86 Million	7,649 New	7,649 $2.9 Billion

Others Institutions Holding VOO

# of Institutions

3,242

Shares Held

401M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Phillips Wealth Planners LLC Vanguard Index Fds S&P 500 ETF Transaction History