Lji Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Lji Wealth Management, LLC

$508 Billion
Q4 2024

A detailed history of Lji Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 3,076 shares of VOO stock, worth $1.68 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

3,076

Previous 2,574 19.5%

Holding current value

$1.68 Million

Previous $1.36 Billion 22.01%

% of portfolio

0.33%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$521.84 - $558.82 $261,963 - $280,527	502 Added 19.5%	3,076 $1.66 Billion
Q3 2024 Nov 06, 2024	BUY	$475.2 - $527.7 $11,404 - $12,664	24 Added 0.94%	2,574 $1.36 Billion
Q2 2024 Aug 12, 2024	SELL	$455.1 - $504.28 $55,067 - $61,017	-121 Reduced 4.53%	2,550 $1.28 Billion
Q1 2024 May 15, 2024	BUY	$429.43 - $481.35 $3,435 - $3,850	8 Added 0.3%	2,671 $1.28 Billion
Q4 2023 Feb 13, 2024	SELL	$377.32 - $438.19 $50,938 - $59,155	-135 Reduced 4.82%	2,663 $1.16 Billion
Q3 2023 Feb 02, 2024	BUY	$392.7 - $420.68 $56,941 - $60,998	145 Added 5.47%	2,798 $1.1 Billion
Q2 2023 Feb 02, 2024	BUY	$371.44 - $407.28 $35,658 - $39,098	96 Added 3.75%	2,653 $1.08 Billion
Q1 2023 Feb 02, 2024	BUY	$348.66 - $382.94 $72,521 - $79,651	208 Added 8.85%	2,557 $962 Million
Q4 2022 Jan 02, 2024	BUY	$327.64 - $374.54 $769,626 - $879,794	2,349 New	2,349 $825 Million

Others Institutions Holding VOO

# of Institutions

3,511

Shares Held

476M

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

More about VOO

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Lji Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History