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

Legacy Wealth Management, LLC / Ms

$252 Billion
Q4 2024

A detailed history of Legacy Wealth Management, LLC / Ms transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Legacy Wealth Management, LLC / Ms holds 3,991 shares of VOO stock, worth $2.04 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

3,991

Previous 3,991 -0.0%

Holding current value

$2.04 Million

Previous $2.11 Billion 2.11%

% of portfolio

0.85%

Previous 0.77%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 12, 2024	BUY	$475.2 - $527.7 $43,243 - $48,020	91 Added 2.33%	3,991 $2.11 Billion
Q1 2023 Dec 12, 2024	SELL	$348.66 - $382.94 $325,299 - $357,283	-933 Reduced 19.3%	3,900 $1.47 Billion
Q4 2022 Dec 12, 2024	SELL	$327.64 - $374.54 $795,182 - $909,008	-2,427 Reduced 33.43%	4,833 $1.7 Billion
Q3 2022 Dec 12, 2024	BUY	$328.3 - $395.04 $1.05 Million - $1.26 Million	3,200 Added 78.82%	7,260 $2.38 Billion
Q1 2022 Dec 12, 2024	SELL	$382.7 - $439.25 $579,790 - $665,463	-1,515 Reduced 27.17%	4,060 $1.69 Billion
Q4 2021 Dec 12, 2024	SELL	$394.21 - $439.01 $1.81 Million - $2.01 Million	-4,585 Reduced 45.13%	5,575 $2.43 Billion
Q2 2021 Dec 12, 2024	SELL	$368.16 - $394.32 $23,930 - $25,630	-65 Reduced 0.64%	10,160 $4 Billion
Q1 2021 Dec 12, 2024	SELL	$339.03 - $365.24 $68,484 - $73,778	-202 Reduced 1.94%	10,225 $3.72 Billion
Q4 2020 Dec 12, 2024	SELL	$299.82 - $343.69 $6,895 - $7,904	-23 Reduced 0.22%	10,427 $3.58 Billion
Q4 2019 Dec 12, 2024	BUY	$264.57 - $296.67 $2.76 Million - $3.1 Million	10,450 New	10,450 $3.09 Billion

Others Institutions Holding VOO

# of Institutions

3,533

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
Sector ETFs
Industry ETFs

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