My Legacy Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

My Legacy Advisors, LLC

$252 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	SELL	$455.1 - $504.28 $56,887 - $63,035	-125 Reduced 18.33%	557 $278,000
Q1 2024 Jul 25, 2024	BUY	$429.43 - $481.35 $37,789 - $42,358	88 Added 15.8%	645 $310,000
Q4 2023 Jan 12, 2024	SELL	$377.32 - $438.19 $6,414 - $7,449	-17 Reduced 2.43%	682 $297,000
Q3 2023 Oct 20, 2023	SELL	$392.7 - $420.68 $49,087 - $52,585	-125 Reduced 15.17%	699 $274,000
Q2 2023 Jul 14, 2023	BUY	$371.44 - $407.28 $72,059 - $79,012	194 Added 30.79%	824 $335,000
Q4 2022 Feb 07, 2023	SELL	$327.64 - $374.54 $3,276 - $3,745	-10 Reduced 1.56%	630 $221,000
Q3 2022 Oct 17, 2022	SELL	$328.3 - $395.04 $17,071 - $20,542	-52 Reduced 7.51%	640 $210,000
Q2 2022 Jul 12, 2022	SELL	$337.07 - $419.85 $8,763 - $10,916	-26 Reduced 3.62%	692 $244,000
Q1 2022 Apr 07, 2022	BUY	$382.7 - $439.25 $274,778 - $315,381	718 New	718 $298,000

Others Institutions Holding VOO

# of Institutions

3,284

Shares Held

406M

Call Options Held

2.08M

Put Options Held

2.68M

Proficio Capital Partners LLC Newton, MA

36M
Shares

$20 Billion
11.0% of portfolio
Vanguard Group Inc Valley Forge, PA

30M
Shares

$16.7 Billion
0.29% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$13.3 Billion
1.03% of portfolio
Bank Of America Corp Charlotte, NC

23.4M
Shares

$13 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$13 Billion
7.64% of portfolio

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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