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

Phillips Wealth Planners LLC

$104 Billion
Q3 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 8,742 shares of VOO stock, worth $4.83 Million. This represents 4.48% of its overall portfolio holdings.

Number of Shares

8,742

Previous 8,558 2.15%

Holding current value

$4.83 Million

Previous $4.41 Billion 5.99%

% of portfolio

4.48%

Previous 4.65%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,155

Shares Held

395M

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

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.

Account

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