LWMI
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Legacy Wealth Management (Idaho)’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
$54.5K Buy
96
+1
+1% +$568 0.03% 148
2025
Q1
$48.8K Sell
95
-31
-25% -$15.9K 0.03% 137
2024
Q4
$69.6K Sell
126
-20
-14% -$11K 0.04% 103
2024
Q3
$80.2K Buy
+146
New +$80.2K 0.05% 91