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

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 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 1,177 shares of VOO stock, worth $647,997. This represents 0.34% of its overall portfolio holdings.

Number of Shares
1,177
Previous 1,565 24.79%
Holding current value
$647,997
Previous $783 Million 20.68%
% of portfolio
0.34%
Previous 0.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,150
Shares Held
395M
Call Options Held
2.09M
Put Options Held
2.68M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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