Legacy Financial Strategies, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Legacy Financial Strategies, LLC

  • $452 Million
  • Q1 2025

A detailed history of Legacy Financial Strategies, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 8,834 shares of VOO stock, worth $4.84 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
8,834
Previous 8,637 2.28%
Holding current value
$4.84 Million
Previous $4.65 Million 2.97%
% of portfolio
1.0%
Previous 1.01%

Shares

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

Apr 08, 2025
BUY
$507.05 - $563.67 $99,888 - $111,042
197 Added 2.28%
8,834 $4.52 Million
Q4 2024

Jan 28, 2025
BUY
$521.84 - $558.82 $193,080 - $206,763
370 Added 4.48%
8,637 $4.65 Million
Q3 2024

Oct 18, 2024
SELL
$475.2 - $527.7 $143,510 - $159,365
-302 Reduced 3.52%
8,267 $4.36 Million
Q2 2024

Jul 10, 2024
BUY
$455.1 - $504.28 $372,726 - $413,005
819 Added 10.57%
8,569 $4.29 Million
Q1 2024

Apr 10, 2024
SELL
$429.43 - $481.35 $120,240 - $134,778
-280 Reduced 3.49%
7,750 $3.73 Million
Q4 2023

Feb 01, 2024
BUY
$377.32 - $438.19 $469,763 - $545,546
1,245 Added 18.35%
8,030 $3.51 Million
Q3 2023

Nov 13, 2023
BUY
$392.7 - $420.68 $140,193 - $150,182
357 Added 5.55%
6,785 $2.66 Million
Q2 2023

Jul 28, 2023
BUY
$371.44 - $407.28 $449,442 - $492,808
1,210 Added 23.19%
6,428 $2.62 Million
Q1 2023

May 10, 2023
BUY
$348.66 - $382.94 $321,813 - $353,453
923 Added 21.49%
5,218 $1.96 Million
Q4 2022

Feb 15, 2023
BUY
$327.64 - $374.54 $83,548 - $95,507
255 Added 6.31%
4,295 $1.51 Million
Q3 2022

Nov 08, 2022
BUY
$328.3 - $395.04 $196,980 - $237,024
600 Added 17.44%
4,040 $1.33 Million
Q2 2022

Aug 09, 2022
BUY
$337.07 - $419.85 $96,064 - $119,657
285 Added 9.03%
3,440 $1.19 Million
Q1 2022

May 06, 2022
BUY
$382.7 - $439.25 $1.21 Million - $1.39 Million
3,155 New
3,155 $1.31 Million
Q3 2018

Nov 14, 2018
SELL
$248.79 - $269.75 $651,581 - $706,475
-2,619 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
$236.48 - $256.33 $30,269 - $32,810
128 Added 5.14%
2,619 $654,000
Q1 2018

May 14, 2018
BUY
$236.79 - $263.36 $589,843 - $656,029
2,491 New
2,491 $603,000

Others Institutions Holding VOO

# of Institutions
3,638
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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