Wr Wealth Planners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 99 shares of VOO stock, worth $54,086. This represents 0.02% of its overall portfolio holdings.

Number of Shares

Previous 124 20.16%

Holding current value

$54,086

Previous $65,000 18.46%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$521.84 - $558.82 $13,046 - $13,970	-25 Reduced 20.16%	99 $53,000
Q3 2024 Oct 17, 2024	SELL	$475.2 - $527.7 $90,763 - $100,790	-191 Reduced 60.63%	124 $65,000
Q2 2024 Jul 31, 2024	SELL	$455.1 - $504.28 $29,126 - $32,273	-64 Reduced 16.89%	315 $157,000
Q1 2024 Jul 31, 2024	BUY	$429.43 - $481.35 $162,753 - $182,431	379 New	379 $182,000
Q3 2023 Aug 01, 2024	BUY	$392.7 - $420.68 $77,361 - $82,873	197 Added 410.42%	245 $96.1 Million
Q2 2023 Aug 01, 2024	SELL	$371.44 - $407.28 $99,174 - $108,743	-267 Reduced 84.76%	48 $19.5 Million
Q1 2023 Aug 01, 2024	SELL	$348.66 - $382.94 $97,624 - $107,223	-280 Reduced 88.89%	35 $13.1 Million
Q4 2022 Oct 10, 2024	BUY	$327.64 - $374.54 $65,528 - $74,908	200 Added 571.43%	235 $82.5 Million
Q3 2022 Oct 10, 2024	SELL	$328.3 - $395.04 $91,924 - $110,611	-280 Reduced 88.89%	35 $11.4 Million
Q1 2022 Oct 17, 2024	SELL	$382.7 - $439.25 $34,060 - $39,093	-89 Reduced 71.77%	35 $14.5 Million

Others Institutions Holding VOO

# of Institutions

3,522

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Wr Wealth Planners, LLC Vanguard Index Fds S&P 500 ETF Transaction History