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

Lakeridge Wealth Management LLC

$194 Billion
Q4 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 1,179 shares of VOO stock, worth $655,075. This represents 0.33% of its overall portfolio holdings.

Number of Shares

1,179

Previous 1,177 0.17%

Holding current value

$655,075

Previous $621 Million 2.34%

% of portfolio

0.33%

Previous 0.34%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$521.84 - $558.82 $1,043 - $1,117	2 Added 0.17%	1,179 $635 Million
Q3 2024 Oct 07, 2024	SELL	$475.2 - $527.7 $184,377 - $204,747	-388 Reduced 24.79%	1,177 $621 Million
Q2 2024 Aug 01, 2024	BUY	$455.1 - $504.28 $105,128 - $116,488	231 Added 17.32%	1,565 $783 Million
Q1 2024 Apr 29, 2024	BUY	$429.43 - $481.35 $169,624 - $190,133	395 Added 42.07%	1,334 $641 Million
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $354,303 - $411,460	939 New	939 $410 Million

Others Institutions Holding VOO

# of Institutions

3,301

Shares Held

442M

Call Options Held

2.08M

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