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

Luminvest Wealth Management LLC

$241 Billion
Q3 2024

A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 16,613 shares of VOO stock, worth $9.18 Million. This represents 3.67% of its overall portfolio holdings.

Number of Shares

16,613

Previous 16,637 0.14%

Holding current value

$9.18 Million

Previous $8.35 Billion 5.83%

% of portfolio

3.67%

Previous 3.92%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$475.2 - $527.7 $11,404 - $12,664	-24 Reduced 0.14%	16,613 $8.84 Billion
Q2 2024 Oct 30, 2024	BUY	$455.1 - $504.28 $2.6 Million - $2.88 Million	5,717 Added 52.35%	16,637 $8.35 Billion
Q1 2024 Oct 30, 2024	BUY	$429.43 - $481.35 $8,588 - $9,627	20 Added 0.18%	10,920 $5.59 Billion
Q4 2023 Oct 30, 2024	BUY	$377.32 - $438.19 $4.11 Million - $4.78 Million	10,900 New	10,900 $5.46 Billion

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
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Luminvest Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Luminvest Wealth Management LLC with notifications on news.

Account

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