Cm Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Cm Wealth Advisors LLC

$359 Million
Q3 2025

A detailed history of Cm Wealth Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 40,381 shares of VOO stock, worth $24.9 Million. This represents 6.89% of its overall portfolio holdings.

Number of Shares

40,381

Previous 40,521 0.35%

Holding current value

$24.9 Million

Previous $23 Million 7.43%

% of portfolio

6.89%

Previous 7.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$567.77 - $614.76 $79,487 - $86,066	-140 Reduced 0.35%	40,381 $24.7 Million
Q2 2025 Aug 06, 2025	SELL	$456.74 - $568.03 $1.03 Million - $1.28 Million	-2,258 Reduced 5.28%	40,521 $23 Million
Q1 2025 Apr 24, 2025	SELL	$507.05 - $563.67 $89,747 - $99,769	-177 Reduced 0.41%	42,779 $22 Million
Q4 2024 Feb 13, 2025	SELL	$521.84 - $558.82 $1.17 Million - $1.26 Million	-2,249 Reduced 4.98%	42,956 $23.1 Million
Q3 2024 Nov 12, 2024	SELL	$475.2 - $527.7 $12,355 - $13,720	-26 Reduced 0.06%	45,205 $23.9 Million

Q2 2024 Aug 14, 2024	SELL	$455.1 - $504.28 $2.26 Million - $2.51 Million	-4,970 Reduced 9.9%	45,231 $22.6 Million
Q1 2024 May 13, 2024	SELL	$429.43 - $481.35 $2.71 Million - $3.04 Million	-6,315 Reduced 11.17%	50,201 $24.1 Million
Q3 2023 Nov 16, 2023	SELL	$392.7 - $420.68 $1.97 Million - $2.11 Million	-5,017 Reduced 8.15%	56,516 $22.2 Million
Q2 2023 Aug 15, 2023	BUY	$371.44 - $407.28 $1.63 Million - $1.79 Million	4,393 Added 7.69%	61,533 $25.1 Million
Q1 2023 May 01, 2023	BUY	$348.66 - $382.94 $19.9 Million - $21.9 Million	57,140 New	57,140 $21.2 Million
Q4 2022 May 04, 2023	SELL	$327.64 - $374.54 $902,648 - $1.03 Million	-2,755 Reduced 4.82%	54,385 $19.1 Billion
Q3 2022 May 11, 2023	SELL	$328.3 - $395.04 $904,466 - $1.09 Million	-2,755 Reduced 4.82%	54,385 $17.9 Billion
Q2 2022 May 09, 2023	SELL	$337.07 - $419.85 $928,627 - $1.16 Million	-2,755 Reduced 4.82%	54,385 $18.9 Billion

Others Institutions Holding VOO

# of Institutions

3,872

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Cm Wealth Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History