Legacy Capital Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Legacy Capital Wealth Partners, LLC

$439 Million
Q4 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 14,611 shares of VOO stock, worth $8.11 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

14,611

Previous 15,069 3.04%

Holding current value

$8.11 Million

Previous $7.95 Million 0.99%

% of portfolio

1.79%

Previous 1.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$521.84 - $558.82 $239,002 - $255,939	-458 Reduced 3.04%	14,611 $7.87 Million
Q3 2024 Nov 04, 2024	SELL	$475.2 - $527.7 $285,595 - $317,147	-601 Reduced 3.84%	15,069 $7.95 Million
Q2 2024 Aug 01, 2024	BUY	$455.1 - $504.28 $7.13 Million - $7.9 Million	15,670 New	15,670 $7.84 Million
Q4 2023 Feb 05, 2024	SELL	$377.32 - $438.19 $425,616 - $494,278	-1,128 Reduced 6.38%	16,553 $7.23 Million
Q3 2023 Oct 16, 2023	BUY	$392.7 - $420.68 $6.94 Million - $7.44 Million	17,681 New	17,681 $6.94 Million
Q1 2023 May 10, 2023	BUY	$348.66 - $382.94 $5.45 Million - $5.99 Million	15,644 New	15,644 $5.88 Million

Others Institutions Holding VOO

# of Institutions

3,402

Shares Held

461M

Call Options Held

2.11M

Put Options Held

2.63M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Legacy Capital Wealth Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History