Legacy Wealth Asset Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Legacy Wealth Asset Management, LLC

$321 Million
Q1 2025

A detailed history of Legacy Wealth Asset Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 1,063 shares of VOO stock, worth $525,217. This represents 0.17% of its overall portfolio holdings.

Number of Shares

1,063

Previous 1,057 0.57%

Holding current value

$525,217

Previous $569,000 4.57%

% of portfolio

0.17%

Previous 0.18%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$507.05 - $563.67 $3,042 - $3,382	6 Added 0.57%	1,063 $543,000
Q3 2024 Oct 23, 2024	BUY	$475.2 - $527.7 $3,801 - $4,221	8 Added 0.76%	1,057 $557,000
Q2 2024 Aug 14, 2024	BUY	$455.1 - $504.28 $2,275 - $2,521	5 Added 0.48%	1,049 $524,000
Q1 2024 Apr 19, 2024	BUY	$429.43 - $481.35 $179,931 - $201,685	419 Added 67.04%	1,044 $501,000
Q4 2020 Mar 25, 2021	BUY	$299.82 - $343.69 $187,387 - $214,806	625 New	625 $215,000

Others Institutions Holding VOO

# of Institutions

3,556

Shares Held

475M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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Legacy Wealth Asset Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History