Lwm Advisory Services, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Lwm Advisory Services, LLC

$116 Million
Q2 2024

A detailed history of Lwm Advisory Services, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 489 shares of VOO stock, worth $257,531. This represents 0.21% of its overall portfolio holdings.

Number of Shares

489

Previous 489 -0.0%

Holding current value

$257,531

Previous $235,000 3.83%

% of portfolio

0.21%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$429.43 - $481.35 $209,991 - $235,380	489 New	489 $235,000
Q1 2023 May 02, 2023	BUY	$348.66 - $382.94 $25,103 - $27,571	72 Added 8.12%	959 $360,000
Q4 2022 Feb 07, 2023	BUY	$327.64 - $374.54 $1,638 - $1,872	5 Added 0.57%	887 $311,000
Q3 2022 Nov 16, 2022	BUY	$328.3 - $395.04 $984 - $1,185	3 Added 0.34%	882 $289,000
Q2 2022 Aug 15, 2022	SELL	$337.07 - $419.85 $17,190 - $21,412	-51 Reduced 5.48%	879 $305,000
Q1 2022 May 09, 2022	SELL	$382.7 - $439.25 $57,022 - $65,448	-149 Reduced 13.81%	930 $386,000
Q4 2021 Feb 18, 2022	BUY	$394.21 - $439.01 $425,352 - $473,691	1,079 New	1,079 $471,000

Others Institutions Holding VOO

# of Institutions

3,001

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Lwm Advisory Services, LLC Vanguard Index Fds S&P 500 ETF Transaction History