Leonard Rickey Investment Advisors P.L.L.C. Vanguard Index Fds S&P 500 ETF Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

$433 Million
Q3 2024

A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 3,360 shares of VOO stock, worth $1.83 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

3,360

Previous 3,329 0.93%

Holding current value

$1.83 Million

Previous $1.66 Million 6.49%

% of portfolio

0.41%

Previous 0.41%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$475.2 - $527.7 $14,731 - $16,358	31 Added 0.93%	3,360 $1.77 Million
Q2 2024 Jul 24, 2024	SELL	$455.1 - $504.28 $131,523 - $145,736	-289 Reduced 7.99%	3,329 $1.66 Million
Q1 2024 Apr 18, 2024	BUY	$429.43 - $481.35 $87,174 - $97,714	203 Added 5.94%	3,618 $1.74 Million
Q4 2023 Jan 23, 2024	SELL	$377.32 - $438.19 $14,715 - $17,089	-39 Reduced 1.13%	3,415 $1.49 Million
Q3 2023 Oct 17, 2023	BUY	$392.7 - $420.68 $12,959 - $13,882	33 Added 0.96%	3,454 $1.36 Million
Q2 2023 Jul 27, 2023	SELL	$371.44 - $407.28 $67,230 - $73,717	-181 Reduced 5.02%	3,421 $1.39 Million
Q1 2023 Apr 20, 2023	SELL	$348.66 - $382.94 $55,436 - $60,887	-159 Reduced 4.23%	3,602 $1.35 Million
Q4 2022 Jan 27, 2023	BUY	$327.64 - $374.54 $21,296 - $24,345	65 Added 1.76%	3,761 $0
Q3 2022 Oct 31, 2022	SELL	$328.3 - $395.04 $15,430 - $18,566	-47 Reduced 1.26%	3,696 $1.21 Million
Q2 2022 Jul 25, 2022	SELL	$337.07 - $419.85 $20,561 - $25,610	-61 Reduced 1.6%	3,743 $1.3 Million
Q1 2022 Apr 19, 2022	SELL	$382.7 - $439.25 $18,752 - $21,523	-49 Reduced 1.27%	3,804 $1.58 Million
Q4 2021 Feb 01, 2022	BUY	$394.21 - $439.01 $35,478 - $39,510	90 Added 2.39%	3,853 $1.68 Million
Q2 2021 Jul 27, 2021	SELL	$368.16 - $394.32 $14,726 - $15,772	-40 Reduced 1.05%	3,763 $1.51 Million
Q1 2021 May 06, 2021	BUY	$339.03 - $365.24 $25,766 - $27,758	76 Added 2.04%	3,803 $1.39 Million
Q4 2020 Jan 22, 2021	BUY	$299.82 - $343.69 $33,280 - $38,149	111 Added 3.07%	3,727 $1.28 Million
Q3 2020 Oct 16, 2020	BUY	$285.37 - $328.74 $199,188 - $229,460	698 Added 23.92%	3,616 $1.11 Million
Q2 2020 Jul 21, 2020	BUY	$226.15 - $297.17 $42,516 - $55,867	188 Added 6.89%	2,918 $827,000
Q1 2020 Apr 28, 2020	BUY	$204.27 - $310.92 $169,952 - $258,685	832 Added 43.84%	2,730 $647,000
Q4 2019 Jan 07, 2020	BUY	$264.57 - $296.67 $8,466 - $9,493	32 Added 1.71%	1,898 $561,000
Q3 2019 Oct 17, 2019	SELL	$260.57 - $277.38 $53,156 - $56,585	-204 Reduced 9.86%	1,866 $509,000
Q2 2019 Jul 10, 2019	BUY	$252.12 - $271.73 $521,888 - $562,481	2,070 New	2,070 $557,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Leonard Rickey Investment Advisors P.L.L.C. Vanguard Index Fds S&P 500 ETF Transaction History