Lgt Financial Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Lgt Financial Advisors LLC

$46.4 Billion
Q3 2025

A detailed history of Lgt Financial Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 586 shares of VOO stock, worth $362,048. This represents 0.77% of its overall portfolio holdings.

Number of Shares

586

Previous 587 0.17%

Holding current value

$362,048

Previous $333 Million 7.7%

% of portfolio

0.77%

Previous 0.85%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	SELL	$567.77 - $614.76 $567 - $614	-1 Reduced 0.17%	586 $359 Million
Q2 2025 Jul 30, 2025	SELL	$456.74 - $568.03 $24,663 - $30,673	-54 Reduced 8.42%	587 $333 Million
Q1 2025 May 08, 2025	BUY	$507.05 - $563.67 $5,070 - $5,636	10 Added 1.58%	641 $329 Million
Q4 2024 Feb 14, 2025	SELL	$521.84 - $558.82 $36,006 - $38,558	-69 Reduced 9.86%	631 $340 Million
Q1 2024 May 02, 2024	SELL	$429.43 - $481.35 $858 - $962	-2 Reduced 0.28%	700 $336 Million

Q4 2023 Feb 12, 2024	SELL	$377.32 - $438.19 $91,688 - $106,480	-243 Reduced 25.71%	702 $307 Million
Q3 2023 Nov 01, 2023	BUY	$392.7 - $420.68 $785 - $841	2 Added 0.21%	945 $371 Million
Q2 2023 Aug 14, 2023	BUY	$371.44 - $407.28 $350,267 - $384,065	943 New	943 $384 Million
Q4 2022 Feb 14, 2023	BUY	$327.64 - $374.54 $308,309 - $352,442	941 New	941 $330 Million

Others Institutions Holding VOO

# of Institutions

3,879

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lgt Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.

Account

Lgt Financial Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History