Waller Financial Planning Group, Inc Vanguard Index Fds S&P 500 ETF Transaction History

Waller Financial Planning Group, Inc

$355 Million
Q1 2025

A detailed history of Waller Financial Planning Group, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 13,933 shares of VOO stock, worth $6.85 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

13,933

Previous 15,594 10.65%

Holding current value

$6.85 Million

Previous $8.4 Million 15.25%

% of portfolio

2.01%

Previous 2.12%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	SELL	$507.05 - $563.67 $842,210 - $936,255	-1,661 Reduced 10.65%	13,933 $7.12 Million
Q4 2024 Jan 03, 2025	BUY	$521.84 - $558.82 $2.28 Million - $2.44 Million	4,370 Added 38.93%	15,594 $8.4 Million
Q3 2024 Oct 02, 2024	SELL	$475.2 - $527.7 $77,457 - $86,015	-163 Reduced 1.43%	11,224 $5.92 Million
Q2 2024 Jul 02, 2024	BUY	$455.1 - $504.28 $273,515 - $303,072	601 Added 5.57%	11,387 $5.69 Million
Q1 2024 Apr 02, 2024	SELL	$429.43 - $481.35 $42,513 - $47,653	-99 Reduced 0.91%	10,786 $5.18 Million
Q4 2023 Jan 03, 2024	BUY	$377.32 - $438.19 $62,635 - $72,739	166 Added 1.55%	10,885 $4.75 Million
Q3 2023 Oct 18, 2023	SELL	$392.7 - $420.68 $103,672 - $111,059	-264 Reduced 2.4%	10,719 $4.21 Million
Q2 2023 Jul 05, 2023	SELL	$371.44 - $407.28 $105,117 - $115,260	-283 Reduced 2.51%	10,983 $4.47 Million
Q1 2023 Apr 18, 2023	SELL	$348.66 - $382.94 $2.52 Million - $2.77 Million	-7,240 Reduced 39.12%	11,266 $4.24 Million
Q4 2022 Jan 05, 2023	SELL	$327.64 - $374.54 $145,472 - $166,295	-444 Reduced 2.34%	18,506 $0
Q3 2022 Oct 20, 2022	SELL	$328.3 - $395.04 $22,652 - $27,257	-69 Reduced 0.36%	18,950 $6.22 Million
Q2 2022 Jul 18, 2022	SELL	$337.07 - $419.85 $1.69 Million - $2.1 Million	-5,013 Reduced 20.86%	19,019 $6.6 Million
Q1 2022 Apr 18, 2022	BUY	$382.7 - $439.25 $710,291 - $815,248	1,856 Added 8.37%	24,032 $9.98 Million
Q4 2021 Jan 26, 2022	BUY	$394.21 - $439.01 $331,924 - $369,646	842 Added 3.95%	22,176 $9.68 Million
Q3 2021 Oct 19, 2021	SELL	$390.68 - $416.73 $220,343 - $235,035	-564 Reduced 2.58%	21,334 $8.41 Million
Q2 2021 Jul 22, 2021	SELL	$368.16 - $394.32 $41,602 - $44,558	-113 Reduced 0.51%	21,898 $8.62 Million
Q1 2021 Apr 14, 2021	SELL	$339.03 - $365.24 $449,892 - $484,673	-1,327 Reduced 5.69%	22,011 $8.02 Million
Q4 2020 Jan 14, 2021	BUY	$299.82 - $343.69 $659,903 - $756,461	2,201 Added 10.41%	23,338 $8.02 Million
Q3 2020 Oct 19, 2020	BUY	$285.37 - $328.74 $315,048 - $362,928	1,104 Added 5.51%	21,137 $6.5 Million
Q2 2020 Jul 14, 2020	SELL	$226.15 - $297.17 $76,664 - $100,740	-339 Reduced 1.66%	20,033 $5.68 Million
Q1 2020 Apr 13, 2020	BUY	$204.27 - $310.92 $3.22 Million - $4.9 Million	15,752 Added 340.95%	20,372 $4.82 Million
Q4 2019 Jan 15, 2020	BUY	$264.57 - $296.67 $146,307 - $164,058	553 Added 13.6%	4,620 $1.37 Million
Q3 2019 Oct 30, 2019	BUY	$260.57 - $277.38 $5,211 - $5,547	20 Added 0.49%	4,067 $1.13 Million
Q2 2019 Jul 16, 2019	SELL	$252.12 - $271.73 $2,773 - $2,989	-11 Reduced 0.27%	4,047 $1.11 Million
Q1 2019 Apr 17, 2019	SELL	$224.5 - $261.43 $54,104 - $63,004	-241 Reduced 5.61%	4,058 $1.08 Million
Q4 2018 Jan 30, 2019	BUY	$215.07 - $268.24 $924,585 - $1.15 Million	4,299 New	4,299 $988,000

Others Institutions Holding VOO

# of Institutions

3,559

Shares Held

477M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Waller Financial Planning Group, Inc Vanguard Index Fds S&P 500 ETF Transaction History