Plan Group Financial, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Plan Group Financial, LLC

  • $187 Million
  • Q4 2024

A detailed history of Plan Group Financial, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 30,155 shares of VOO stock, worth $14.6 Million. This represents 8.7% of its overall portfolio holdings.

Number of Shares
30,155
Previous 30,913 2.45%
Holding current value
$14.6 Million
Previous $16.3 Million 0.39%
% of portfolio
8.7%
Previous 8.7%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$521.84 - $558.82 $395,554 - $423,585
-758 Reduced 2.45%
30,155 $16.2 Million
Q3 2024

Oct 22, 2024
BUY
$475.2 - $527.7 $292,723 - $325,063
616 Added 2.03%
30,913 $16.3 Million
Q2 2024

Aug 05, 2024
BUY
$455.1 - $504.28 $1.2 Million - $1.32 Million
2,627 Added 9.49%
30,297 $15.2 Million
Q1 2024

Apr 26, 2024
BUY
$429.43 - $481.35 $2.5 Million - $2.8 Million
5,823 Added 26.65%
27,670 $13.3 Million
Q4 2023

Jan 29, 2024
BUY
$377.32 - $438.19 $1.32 Million - $1.53 Million
3,501 Added 19.08%
21,847 $9.54 Million
Q3 2023

Nov 13, 2023
BUY
$392.7 - $420.68 $3.93 Million - $4.21 Million
10,007 Added 120.0%
18,346 $7.2 Million
Q2 2023

Aug 10, 2023
BUY
$371.44 - $407.28 $1.67 Million - $1.83 Million
4,490 Added 116.65%
8,339 $3.4 Million
Q2 2022

Aug 12, 2022
BUY
$337.07 - $419.85 $1.3 Million - $1.62 Million
3,849 New
3,849 $1.37 Million

Others Institutions Holding VOO

# of Institutions
3,558
Shares Held
477M
Call Options Held
2.36M
Put Options Held
2.13M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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