Wealth Plan Investment Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 2,455 shares of VOO stock, worth $1.52 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,455

Previous 2,205 11.34%

Holding current value

$1.52 Million

Previous $1.25 Million 20.05%

% of portfolio

0.11%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$567.77 - $614.76 $141,942 - $153,690	250 Added 11.34%	2,455 $1.5 Million
Q2 2025 Jul 28, 2025	BUY	$456.74 - $568.03 $1.01 Million - $1.25 Million	2,205 New	2,205 $1.25 Million
Q3 2023 Nov 09, 2023	BUY	$392.7 - $420.68 $619,680 - $663,833	1,578 New	1,578 $619,000
Q4 2022 Feb 15, 2023	SELL	$327.64 - $374.54 $185,116 - $211,615	-565 Reduced 27.23%	1,510 $530,000
Q3 2022 Dec 12, 2022	SELL	$328.3 - $395.04 $32,173 - $38,713	-98 Reduced 4.51%	2,075 $750,000

Q1 2022 Sep 07, 2022	BUY	$382.7 - $439.25 $831,607 - $954,490	2,173 New	2,173 $823,000

Others Institutions Holding VOO

# of Institutions

3,905

Shares Held

546M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Wealth Plan Investment Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History