Liberty Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 8,666 shares of VOO stock, worth $4.79 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

8,666

Previous 269,517 96.78%

Holding current value

$4.79 Million

Previous $4.26 Million 7.25%

% of portfolio

0.8%

Previous 0.78%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$475.2 - $527.7 $124 Million - $138 Million	-260,851 Reduced 96.78%	8,666 $4.57 Million
Q2 2024 Aug 06, 2024	BUY	$455.1 - $504.28 $119 Million - $131 Million	260,474 Added 2880.39%	269,517 $4.26 Million
Q1 2024 May 02, 2024	BUY	$429.43 - $481.35 $2.62 Million - $2.94 Million	6,107 Added 208.0%	9,043 $4.35 Million
Q4 2023 Feb 08, 2024	SELL	$377.32 - $438.19 $2.2 Million - $2.55 Million	-5,823 Reduced 66.48%	2,936 $1.28 Million
Q3 2023 Nov 13, 2023	BUY	$392.7 - $420.68 $127,627 - $136,721	325 Added 3.85%	8,759 $3.44 Million
Q2 2023 Aug 10, 2023	BUY	$371.44 - $407.28 $47,544 - $52,131	128 Added 1.54%	8,434 $3.43 Million
Q1 2023 May 03, 2023	BUY	$348.66 - $382.94 $88,559 - $97,266	254 Added 3.15%	8,306 $3.12 Million
Q3 2022 Nov 15, 2022	BUY	$328.3 - $395.04 $24,950 - $30,023	76 Added 0.95%	8,052 $2.64 Million
Q2 2022 Aug 15, 2022	SELL	$337.07 - $419.85 $3,707 - $4,618	-11 Reduced 0.14%	7,976 $2.77 Million
Q1 2022 May 09, 2022	SELL	$382.7 - $439.25 $491,004 - $563,557	-1,283 Reduced 13.84%	7,987 $3.32 Million
Q4 2021 Feb 15, 2022	BUY	$394.21 - $439.01 $356,365 - $396,865	904 Added 10.81%	9,270 $4.05 Million
Q3 2021 Nov 15, 2021	BUY	$390.68 - $416.73 $17,971 - $19,169	46 Added 0.55%	8,366 $3.3 Million
Q2 2021 Aug 13, 2021	SELL	$368.16 - $394.32 $1.15 Billion - $1.24 Billion	-3,134,034 Reduced 99.74%	8,320 $3.14 Million
Q2 2021 Aug 13, 2021	BUY	$368.16 - $394.32 $1.15 Billion - $1.24 Billion	3,132,592 Added 32089.65%	3,142,354 $8.32 Million
Q4 2020 Feb 09, 2021	SELL	$299.82 - $343.69 $488,106 - $559,527	-1,628 Reduced 14.29%	9,762 $3.38 Million
Q3 2020 Nov 05, 2020	SELL	$285.37 - $328.74 $33,959 - $39,120	-119 Reduced 1.03%	11,390 $3.5 Million
Q1 2020 Apr 27, 2020	BUY	$204.27 - $310.92 $104,994 - $159,812	514 Added 4.67%	11,509 $2.73 Million
Q4 2019 Feb 05, 2020	BUY	$264.57 - $296.67 $34,658 - $38,863	131 Added 1.21%	10,995 $3.25 Million
Q3 2019 Oct 30, 2019	SELL	$260.57 - $277.38 $21,887 - $23,299	-84 Reduced 0.77%	10,864 $2.96 Million
Q2 2019 Jul 30, 2019	BUY	$252.12 - $271.73 $22,690 - $24,455	90 Added 0.83%	10,948 $2.95 Million
Q1 2019 Apr 18, 2019	SELL	$224.5 - $261.43 $1,122 - $1,307	-5 Reduced 0.05%	10,858 $2.82 Million
Q4 2018 Mar 26, 2019	BUY	$215.07 - $268.24 $2.34 Million - $2.91 Million	10,863 New	10,863 $2.5 Million

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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Liberty Wealth Management LLC Vanguard Index Fds S&P 500 ETF Transaction History