Vanguard S&p 500 Etf idx shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 4.0k | 527.67 |
| 2024-06-30 | $2.0M | 3.9k | 500.13 |
| 2024-03-31 | $1.9M | 3.9k | 480.70 |
| 2023-12-31 | $1.7M | 3.9k | 436.80 |
| 2023-09-30 | $1.5M | 3.9k | 392.70 |
| 2023-06-30 | $1.6M | 3.9k | 407.28 |
| 2023-03-31 | $1.5M | 3.9k | 376.07 |
| 2022-12-31 | $1.7M | 4.8k | 351.34 |
| 2022-09-30 | $2.4M | 7.3k | 328.30 |
| 2022-06-30 | $1.4M | 4.1k | 346.88 |
| 2022-03-31 | $1.7M | 4.1k | 415.17 |
| 2021-12-31 | $2.4M | 5.6k | 436.57 |
| 2021-09-30 | $4.0M | 10k | 394.40 |
| 2021-06-30 | $4.0M | 10k | 393.52 |
| 2021-03-31 | $3.7M | 10k | 364.30 |
| 2020-12-31 | $3.6M | 10k | 343.69 |
| 2020-09-30 | $3.2M | 11k | 307.65 |
| 2020-06-30 | $3.0M | 11k | 283.43 |
| 2020-03-31 | $2.5M | 11k | 236.82 |
| 2019-12-31 | $3.1M | 11k | 295.80 |
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