Joseph P. Lucia & Associates, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Joseph P. Lucia & Associates, LLC

$192 Million
Q4 2024

A detailed history of Joseph P. Lucia & Associates, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 882 shares of VOO stock, worth $490,965. This represents 0.25% of its overall portfolio holdings.

Number of Shares

882

Previous 886 0.45%

Holding current value

$490,965

Previous $467,000 1.71%

% of portfolio

0.25%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$521.84 - $558.82 $2,087 - $2,235	-4 Reduced 0.45%	882 $475,000
Q2 2024 Jul 24, 2024	BUY	$455.1 - $504.28 $21,844 - $24,205	48 Added 5.73%	886 $443,000
Q1 2024 May 03, 2024	BUY	$429.43 - $481.35 $51,961 - $58,243	121 Added 16.88%	838 $402,000
Q4 2023 Jan 29, 2024	BUY	$377.32 - $438.19 $270,538 - $314,182	717 New	717 $313,000
Q4 2021 Feb 04, 2022	BUY	$394.21 - $439.01 $21,681 - $24,145	55 Added 13.03%	477 $208,000
Q3 2021 Oct 13, 2021	SELL	$390.68 - $416.73 $5,860 - $6,250	-15 Reduced 3.43%	422 $166,000
Q4 2020 Jan 29, 2021	BUY	$299.82 - $343.69 $131,021 - $150,192	437 New	437 $150,000
Q3 2020 Oct 20, 2020	SELL	$285.37 - $328.74 $34,244 - $39,448	-120 Closed	0 $0
Q2 2020 Jul 10, 2020	BUY	$226.15 - $297.17 $27,138 - $35,660	120 New	120 $34,000

Others Institutions Holding VOO

# of Institutions

3,364

Shares Held

440M

Call Options Held

2.07M

Put Options Held

2.55M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Joseph P. Lucia & Associates, LLC Vanguard Index Fds S&P 500 ETF Transaction History