LA
LM 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 | $45.6M | Buy |
80,256
+754
| +0.9% | +$428K | 5.87% | 5 |
|
|
2025
Q1 | $40.9M | Buy |
79,502
+2,283
| +3% | +$1.17M | 7.36% | 2 |
|
|
2024
Q4 | $41.6M | Buy |
77,219
+4,073
| +6% | +$2.19M | 7.44% | 2 |
|
|
2024
Q3 | $38.4M | Sell |
73,146
-2,002
| -3% | -$1.05M | 7.8% | 2 |
|
|
2024
Q2 | $37.4M | Sell |
75,148
-48,551
| -39% | -$24.1M | 0.06% | 25 |
|
|
2024
Q1 | $59.2M | Buy |
123,699
+51,812
| +72% | +$24.8M | 9.41% | 1 |
|
|
2023
Q4 | $31.4M | Buy |
+71,887
| New | +$31.4M | 6.32% | 3 |
|