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

Legacy Financial Strategies, LLC

$409 Million
Q2 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 8,569 shares of VOO stock, worth $4.29 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

8,569

Previous 7,750 10.57%

Holding current value

$4.29 Million

Previous $3.73 Million 15.03%

% of portfolio

1.05%

Previous 0.97%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$343.59 - $374.54 $87,615 - $95,507	255 Added 6.31%	4,295 $1.51 Million
Q3 2022 Nov 08, 2022	BUY	$339.63 - $395.04 $203,778 - $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

2,915

Shares Held

361M

Call Options Held

2.32M

Put Options Held

2.05M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Strategies, LLC with notifications on news.

Account

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