LWMG LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

LWMG LLC’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$382K	Sell	725 -19	-3%	-$9.66K	0.07%	70
2024 Q2	$372K	Sell	744 -39	-5%	-$18.8K	0.08%	67
2024 Q1	$376K	Hold	783	–	–	0.09%	66
2023 Q4	$342K	Sell	783 -17	-2%	-$6.96K	0.08%	68
2023 Q3	$314K	Sell	800 -10	-1%	-$4.09K	0.09%	68
2023 Q2	$330K	Sell	810 -84	-9%	-$32.4K	0.09%	67
2023 Q1	$336K	Buy	894 +19	+2%	+$6.97K	0.11%	62
2022 Q4	$308K	Buy	+875	New	+$309K	0.11%	75

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWMG LLC's VOO Position: Q3 2024 in Review

LWMG LLC reduced its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q3 2024, selling an estimated $9.66K and leaving 725 shares worth $382K. The position accounts for 0.07% of the portfolio, ranked #70.

LWMG LLC first reported a position in VOO in Q4 2022 and has held it in 8 quarters since. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

LWMG LLC held 725 shares of Vanguard S&P 500 ETF worth $382K as of Q3 2024.
LWMG LLC sold 19 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $9.66K.
Vanguard S&P 500 ETF made up 0.07% of LWMG LLC's portfolio in Q3 2024, its #70 holding.
LWMG LLC first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 8 quarters since.
2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.