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 $1.4 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,554
Previous 3,082 17.13%
Holding current value
$1.4 Million
Previous $1.63 Million 15.38%
% of portfolio
0.12%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,522
Shares Held
474M
Call Options Held
2.36M
Put Options Held
2.13M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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