LAM
Lummis Asset Management’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 | $75.5K | Hold |
133
| – | – | 0.05% | 72 |
|
|
2025
Q1 | $68.4K | Buy |
133
+119
| +850% | +$61.2K | 0.05% | 75 |
|
|
2024
Q4 | $7.54K | Sell |
14
-119
| -89% | -$64.1K | 0.01% | 95 |
|
|
2024
Q3 | $70.2K | Buy |
133
+119
| +850% | +$62.8K | 0.08% | 53 |
|
|
2024
Q2 | $7K | Hold |
14
| – | – | 0.01% | 103 |
|
|
2024
Q1 | $6.73K | Sell |
14
-133
| -90% | -$63.9K | 0.01% | 107 |
|
|
2023
Q4 | $64.2K | Buy |
+147
| New | +$64.2K | 0.05% | 78 |
|