A detailed history of Planning Alternatives LTD transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Planning Alternatives LTD holds 5,864 shares of VOO stock, worth $3.14 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
5,864
Previous 4,432 32.31%
Holding current value
$3.14 Million
Previous $2.13 Million 37.65%
% of portfolio
0.47%
Previous 0.35%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

BUY
$455.1 - $504.28 $651,703 - $722,128
1,432 Added 32.31%
5,864 $2.93 Million
Q1 2024

Apr 17, 2024

BUY
$429.43 - $481.35 $5,582 - $6,257
13 Added 0.29%
4,432 $2.13 Million
Q4 2023

Jan 23, 2024

SELL
$377.32 - $438.19 $73,200 - $85,008
-194 Reduced 4.21%
4,419 $1.93 Million
Q3 2023

Oct 17, 2023

BUY
$392.7 - $420.68 $1.81 Million - $1.94 Million
4,613 New
4,613 $1.81 Million
Q1 2023

May 04, 2023

BUY
$348.66 - $382.94 $185,487 - $203,724
532 New
532 $200,000
Q2 2022

Jul 20, 2022

SELL
$337.07 - $419.85 $1.68 Million - $2.1 Million
-4,996 Closed
0 $0
Q1 2022

Apr 28, 2022

BUY
$382.7 - $439.25 $1.91 Million - $2.19 Million
4,996 New
4,996 $2.07 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Planning Alternatives LTD Portfolio

Follow Planning Alternatives LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Alternatives LTD , based on Form 13F filings with the SEC.

News

Stay updated on Planning Alternatives LTD with notifications on news.