Lutz Financial Services LLC Vanguard Index Fds S&P 500 ETF Transaction History

Lutz Financial Services LLC

$1.15 Billion
Q2 2024

A detailed history of Lutz Financial Services LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 250,239 shares of VOO stock, worth $132 Million. This represents 10.91% of its overall portfolio holdings.

Number of Shares

250,239

Previous 253,480 1.28%

Holding current value

$132 Million

Previous $122 Million 2.71%

% of portfolio

10.91%

Previous 10.65%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	SELL	$455.1 - $504.28 $1.47 Million - $1.63 Million	-3,241 Reduced 1.28%	250,239 $125 Million
Q1 2024 May 03, 2024	SELL	$429.43 - $481.35 $545,805 - $611,795	-1,271 Reduced 0.5%	253,480 $122 Million
Q4 2023 Feb 07, 2024	BUY	$377.32 - $438.19 $2.58 Million - $3 Million	6,845 Added 2.76%	254,751 $111 Million
Q3 2023 Nov 03, 2023	BUY	$392.7 - $420.68 $1.94 Million - $2.07 Million	4,929 Added 2.03%	247,906 $97.4 Million
Q2 2023 Aug 07, 2023	BUY	$371.44 - $407.28 $3.38 Million - $3.71 Million	9,111 Added 3.9%	242,977 $99 Million
Q1 2023 May 01, 2023	BUY	$348.66 - $382.94 $3.63 Million - $3.99 Million	10,417 Added 4.66%	233,866 $87.9 Million
Q4 2022 Feb 06, 2023	BUY	$327.64 - $374.54 $524,224 - $599,264	1,600 Added 0.72%	223,449 $78.5 Million
Q3 2022 Oct 21, 2022	BUY	$328.3 - $395.04 $4.84 Million - $5.82 Million	14,741 Added 7.12%	221,849 $72.8 Million
Q2 2022 Jul 20, 2022	BUY	$337.07 - $419.85 $1.36 Million - $1.69 Million	4,037 Added 1.99%	207,108 $71.8 Million
Q1 2022 Apr 25, 2022	BUY	$382.7 - $439.25 $4.24 Million - $4.87 Million	11,084 Added 5.77%	203,071 $84.3 Million
Q4 2021 Jan 19, 2022	BUY	$394.21 - $439.01 $2.22 Million - $2.47 Million	5,622 Added 3.02%	191,987 $83.8 Million
Q3 2021 Oct 27, 2021	BUY	$390.68 - $416.73 $4.15 Million - $4.42 Million	10,612 Added 6.04%	186,365 $73.5 Million
Q2 2021 Jul 26, 2021	BUY	$368.16 - $394.32 $4.73 Million - $5.06 Million	12,840 Added 7.88%	175,753 $69.2 Million
Q1 2021 Apr 27, 2021	BUY	$339.03 - $365.24 $4.48 Million - $4.83 Million	13,220 Added 8.83%	162,913 $59.3 Million
Q4 2020 Feb 12, 2021	BUY	$299.82 - $343.69 $5.21 Million - $5.97 Million	17,362 Added 13.12%	149,693 $51.4 Million
Q3 2020 Nov 05, 2020	BUY	$285.37 - $328.74 $200,615 - $231,104	703 Added 0.53%	132,331 $40.7 Million
Q2 2020 Jul 28, 2020	BUY	$226.15 - $297.17 $1.2 Million - $1.58 Million	5,306 Added 4.2%	131,628 $37.3 Million
Q1 2020 Apr 27, 2020	SELL	$204.27 - $310.92 $540,702 - $823,005	-2,647 Reduced 2.05%	126,322 $29.9 Million
Q4 2019 Feb 03, 2020	BUY	$264.57 - $296.67 $3.18 Million - $3.56 Million	12,008 Added 10.27%	128,969 $38.1 Million
Q3 2019 Oct 31, 2019	BUY	$260.57 - $277.38 $136,538 - $145,347	524 Added 0.45%	116,961 $31.9 Million
Q2 2019 Aug 13, 2019	BUY	$252.12 - $271.73 $348,681 - $375,802	1,383 Added 1.2%	116,437 $31.3 Million
Q1 2019 May 06, 2019	BUY	$224.5 - $261.43 $341,015 - $397,112	1,519 Added 1.34%	115,054 $29.9 Million
Q4 2018 Feb 13, 2019	SELL	$215.07 - $268.24 $580,904 - $724,516	-2,701 Reduced 2.32%	113,535 $26.1 Million
Q3 2018 Nov 13, 2018	BUY	$248.79 - $269.75 $3.58 Million - $3.88 Million	14,373 Added 14.11%	116,236 $31 Million
Q2 2018 Aug 15, 2018	SELL	$236.48 - $256.33 $55,809 - $60,493	-236 Reduced 0.23%	101,863 $25.4 Million
Q1 2018 Apr 17, 2018	SELL	$236.79 - $263.36 $115,790 - $128,783	-489 Reduced 0.48%	102,099 $24.7 Million
Q4 2017 Apr 17, 2018	BUY	$231.73 - $247.65 $23.8 Million - $25.4 Million	102,588	102,588 $25.2 Million

Others Institutions Holding VOO

# of Institutions

3,001

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

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Lutz Financial Services LLC Vanguard Index Fds S&P 500 ETF Transaction History