Lyell Wealth Management, LP Vanguard Index Fds S&P 500 ETF Transaction History

Lyell Wealth Management, LP

$1.1 Billion
Q4 2024

A detailed history of Lyell Wealth Management, LP transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Lyell Wealth Management, LP holds 2,554 shares of VOO stock, worth $1.33 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,554

Previous 3,082 17.13%

Holding current value

$1.33 Million

Previous $1.63 Million 15.38%

% of portfolio

0.12%

Previous 0.15%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$521.84 - $558.82 $275,531 - $295,056	-528 Reduced 17.13%	2,554 $1.38 Million
Q3 2024 Oct 23, 2024	BUY	$475.2 - $527.7 $1.05 Million - $1.17 Million	2,211 Added 253.85%	3,082 $1.63 Million
Q2 2024 Aug 08, 2024	BUY	$455.1 - $504.28 $396,392 - $439,227	871 New	871 $435,000
Q1 2022 May 04, 2022	SELL	$382.7 - $439.25 $293,530 - $336,904	-767 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	$368.16 - $394.32 $282,378 - $302,443	767 New	767 $303,000
Q4 2020 Feb 04, 2021	SELL	$299.82 - $343.69 $256,645 - $294,198	-856 Closed	0 $0
Q3 2020 Nov 04, 2020	BUY	$285.37 - $328.74 $1,141 - $1,314	4 Added 0.47%	856 $265,000
Q1 2020 May 11, 2020	BUY	$204.27 - $310.92 $817 - $1,243	4 Added 0.47%	852 $202,000
Q4 2019 Feb 05, 2020	BUY	$264.57 - $296.67 $529 - $593	2 Added 0.24%	848 $251,000
Q1 2019 May 06, 2019	BUY	$224.5 - $261.43 $189,927 - $221,169	846 New	846 $220,000

Others Institutions Holding VOO

# of Institutions

3,543

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Lyell Wealth Management, LP Vanguard Index Fds S&P 500 ETF Transaction History