LGA
Lebenthal Global Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
675
+66
| +11% | +$37.5K | 0.07% | 150 |
|
|
2025
Q1 | $313K | Buy |
609
+3
| +0.5% | +$1.54K | 0.06% | 162 |
|
|
2024
Q4 | $327K | Sell |
606
-149
| -20% | -$80.3K | 0.06% | 175 |
|
|
2024
Q3 | $398K | Buy |
755
+52
| +7% | +$27.4K | 0.08% | 139 |
|
|
2024
Q2 | $352K | Buy |
+703
| New | +$352K | 0.08% | 142 |
|
|
2021
Q1 | – | Sell |
-60
| Closed | -$20K | – | 536 |
|
|
2020
Q4 | $20K | Buy |
+60
| New | +$20K | 0.01% | 376 |
|