Spectrum Planning & Advisory Services Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Spectrum Planning & Advisory Services Inc.

$113 Million
Q4 2024

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 1,504 shares of VOO stock, worth $837,201. This represents 0.72% of its overall portfolio holdings.

Number of Shares

1,504

Previous 1,764 14.74%

Holding current value

$837,201

Previous $930,000 12.9%

% of portfolio

0.72%

Previous 0.92%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$521.84 - $558.82 $135,678 - $145,293	-260 Reduced 14.74%	1,504 $810,000
Q3 2024 Nov 08, 2024	BUY	$475.2 - $527.7 $97,416 - $108,178	205 Added 13.15%	1,764 $930,000
Q2 2024 Jul 18, 2024	BUY	$455.1 - $504.28 $167,931 - $186,079	369 Added 31.01%	1,559 $779,000
Q2 2023 Jul 24, 2023	BUY	$371.44 - $407.28 $114,403 - $125,442	308 Added 34.92%	1,190 $484,000
Q1 2023 Apr 18, 2023	BUY	$348.66 - $382.94 $307,518 - $337,753	882 New	882 $331,000

Others Institutions Holding VOO

# of Institutions

3,364

Shares Held

440M

Call Options Held

2.07M

Put Options Held

2.55M

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 Spectrum Planning & Advisory Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Planning & Advisory Services Inc. with notifications on news.

Account

Spectrum Planning & Advisory Services Inc. Vanguard Index Fds S&P 500 ETF Transaction History