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

Lakeridge Wealth Management LLC

  • $200 Billion
  • Q1 2025

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 1,166 shares of VOO stock, worth $638,641. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,166
Previous 1,179 1.1%
Holding current value
$638,641
Previous $635 Million 5.67%
% of portfolio
0.3%
Previous 0.33%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$507.05 - $563.67 $6,591 - $7,327
-13 Reduced 1.1%
1,166 $599 Million
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
3,639
Shares Held
526M
Call Options Held
2.1M
Put Options Held
1.61M
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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