Legacy Wealth Managment, Llc/Id Vanguard Index Fds S&P 500 ETF Transaction History

Legacy Wealth Managment, Llc/Id

$145 Million
Q3 2025

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 89 shares of VOO stock, worth $54,986. This represents 0.04% of its overall portfolio holdings.

Number of Shares

Previous 96 7.29%

Holding current value

$54,986

Previous $54,000 -0.0%

% of portfolio

0.04%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$567.77 - $614.76 $3,974 - $4,303	-7 Reduced 7.29%	89 $54,000
Q2 2025 Aug 06, 2025	BUY	$456.74 - $568.03 $456 - $568	1 Added 1.05%	96 $54,000
Q1 2025 May 16, 2025	SELL	$507.05 - $563.67 $15,718 - $17,473	-31 Reduced 24.6%	95 $48,000
Q4 2024 Feb 13, 2025	SELL	$521.84 - $558.82 $10,436 - $11,176	-20 Reduced 13.7%	126 $67,000
Q3 2024 Nov 15, 2024	BUY	$475.2 - $527.7 $69,379 - $77,044	146 New	146 $77,000

Others Institutions Holding VOO

# of Institutions

3,872

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

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About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Legacy Wealth Managment, Llc/Id Vanguard Index Fds S&P 500 ETF Transaction History