LFS
Legacy Financial Strategies’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 | $5.02M | Buy |
8,845
+11
| +0.1% | +$6.25K | 0.99% | 15 |
|
|
2025
Q1 | $4.54M | Buy |
8,834
+197
| +2% | +$101K | 0.99% | 15 |
|
|
2024
Q4 | $4.64M | Buy |
8,637
+370
| +4% | +$199K | 1% | 15 |
|
|
2024
Q3 | $4.36M | Sell |
8,267
-302
| -4% | -$159K | 0.96% | 17 |
|
|
2024
Q2 | $4.34M | Buy |
8,569
+819
| +11% | +$415K | 1.04% | 13 |
|
|
2024
Q1 | $3.73M | Sell |
7,750
-280
| -3% | -$135K | 0.96% | 13 |
|
|
2023
Q4 | $3.51M | Buy |
8,030
+1,245
| +18% | +$544K | 1% | 14 |
|
|
2023
Q3 | $2.73M | Buy |
6,785
+357
| +6% | +$143K | 0.88% | 19 |
|
|
2023
Q2 | $2.62M | Buy |
6,428
+1,210
| +23% | +$493K | 0.88% | 20 |
|
|
2023
Q1 | $1.96M | Buy |
5,218
+923
| +21% | +$347K | 0.73% | 34 |
|
|
2022
Q4 | $1.51M | Buy |
4,295
+255
| +6% | +$89.6K | 0.62% | 39 |
|
|
2022
Q3 | $1.33M | Buy |
4,040
+600
| +17% | +$197K | 0.62% | 37 |
|
|
2022
Q2 | $1.19M | Buy |
3,440
+285
| +9% | +$98.8K | 0.59% | 37 |
|
|
2022
Q1 | $1.31M | Buy |
+3,155
| New | +$1.31M | 0.56% | 40 |
|
|
2018
Q3 | – | Sell |
-2,619
| Closed | -$654K | – | 91 |
|
|
2018
Q2 | $654K | Buy |
2,619
+128
| +5% | +$32K | 0.59% | 22 |
|
|
2018
Q1 | $603K | Buy |
+2,491
| New | +$603K | 0.59% | 24 |
|