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

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 1,406 shares of VOO stock, worth $777,264. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,406

Previous 1,744 19.38%

Holding current value

$777,264

Previous $872 Million 14.93%

% of portfolio

0.1%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$475.2 - $527.7 $160,617 - $178,362	-338 Reduced 19.38%	1,406 $742 Million
Q2 2024 Aug 09, 2024	BUY	$455.1 - $504.28 $66,899 - $74,129	147 Added 9.2%	1,744 $872 Million
Q4 2023 Jan 05, 2024	BUY	$377.32 - $438.19 $7,169 - $8,325	19 Added 1.2%	1,597 $698 Million
Q3 2023 Nov 01, 2023	BUY	$392.7 - $420.68 $452,783 - $485,044	1,153 Added 271.29%	1,578 $620 Million
Q2 2023 Jul 31, 2023	SELL	$371.44 - $407.28 $342,096 - $375,104	-921 Reduced 68.42%	425 $173 Million
Q1 2023 May 10, 2023	SELL	$348.66 - $382.94 $57,180 - $62,802	-164 Reduced 10.86%	1,346 $506 Million
Q4 2022 Feb 16, 2023	SELL	$327.64 - $374.54 $217,225 - $248,320	-663 Reduced 30.51%	1,510 $573 Million
Q1 2022 May 03, 2022	BUY	$382.7 - $439.25 $70,034 - $80,382	183 Added 9.2%	2,173 $823,000
Q4 2021 Feb 01, 2022	BUY	$394.21 - $439.01 $507,348 - $565,005	1,287 Added 183.07%	1,990 $823,000
Q3 2021 Dec 09, 2021	BUY	$390.68 - $416.73 $21,878 - $23,336	56 Added 8.66%	703 $277,000
Q2 2021 Aug 19, 2021	BUY	$368.16 - $394.32 $238,199 - $255,125	647 New	647 $264,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Wealth Plan Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History