Luminvest Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History

Luminvest Wealth Management LLC

$241 Billion
Q3 2024

A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 16,613 shares of VOO stock, worth $9.1 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares

16,613

Previous 16,637 0.14%

Holding current value

$9.1 Million

Previous $8.35 Billion 5.83%

% of portfolio

3.67%

Previous 3.92%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$475.2 - $527.7 $11,404 - $12,664	-24 Reduced 0.14%	16,613 $8.84 Billion
Q2 2024 Oct 30, 2024	BUY	$455.1 - $504.28 $2.6 Million - $2.88 Million	5,717 Added 52.35%	16,637 $8.35 Billion
Q1 2024 Oct 30, 2024	BUY	$429.43 - $481.35 $8,588 - $9,627	20 Added 0.18%	10,920 $5.59 Billion
Q4 2023 Oct 30, 2024	BUY	$377.32 - $438.19 $4.11 Million - $4.78 Million	10,900 New	10,900 $5.46 Billion

Others Institutions Holding VOO

# of Institutions

3,148

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
Sector ETFs
Industry ETFs

More about VOO

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Luminvest Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History