Lakeshore Financial Planning, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Lakeshore Financial Planning, Inc.

$227 Billion
Q3 2024

A detailed history of Lakeshore Financial Planning, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 35,946 shares of VOO stock, worth $19.6 Million. This represents 8.36% of its overall portfolio holdings.

Number of Shares

35,946

Previous 33,530 7.21%

Holding current value

$19.6 Million

Previous $16.8 Billion 13.11%

% of portfolio

8.36%

Previous 8.19%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$475.2 - $527.7 $1.15 Million - $1.27 Million	2,416 Added 7.21%	35,946 $19 Billion
Q2 2024 Jul 25, 2024	BUY	$455.1 - $504.28 $55,977 - $62,026	123 Added 0.37%	33,530 $16.8 Billion
Q1 2024 May 10, 2024	SELL	$429.43 - $481.35 $72,573 - $81,348	-169 Reduced 0.5%	33,407 $16.1 Billion
Q3 2023 Nov 14, 2023	BUY	$392.7 - $420.68 $13.2 Million - $14.1 Million	33,576 New	33,576 $13.2 Billion

Others Institutions Holding VOO

# of Institutions

3,155

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

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Lakeshore Financial Planning, Inc. Vanguard Index Fds S&P 500 ETF Transaction History