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

Legacy Financial Strategies, LLC

$461 Million
Q4 2024

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 8,637 shares of VOO stock, worth $4.72 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

8,637

Previous 8,267 4.48%

Holding current value

$4.72 Million

Previous $4.36 Million 6.67%

% of portfolio

1.01%

Previous 0.97%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,522

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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