Cjm Wealth Advisers, Ltd. Vanguard Index Fds S&P 500 ETF Transaction History

Cjm Wealth Advisers, Ltd.

$297 Billion
Q4 2024

A detailed history of Cjm Wealth Advisers, Ltd. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cjm Wealth Advisers, Ltd. holds 168,767 shares of VOO stock, worth $93.2 Million. This represents 30.63% of its overall portfolio holdings.

Number of Shares

168,767

Previous 170,191 0.84%

Holding current value

$93.2 Million

Previous $89.8 Billion 1.26%

% of portfolio

30.63%

Previous 30.77%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	SELL	$521.84 - $558.82 $743,100 - $795,759	-1,424 Reduced 0.84%	168,767 $90.9 Billion
Q3 2024 Oct 03, 2024	BUY	$475.2 - $527.7 $1.47 Million - $1.64 Million	3,100 Added 1.86%	170,191 $89.8 Billion
Q2 2024 Jul 08, 2024	BUY	$455.1 - $504.28 $1.9 Million - $2.1 Million	4,171 Added 2.56%	167,091 $83.8 Billion
Q1 2024 Apr 08, 2024	BUY	$429.43 - $481.35 $1.21 Million - $1.35 Million	2,813 Added 1.76%	162,920 $78.3 Billion
Q4 2023 Jan 19, 2024	BUY	$377.32 - $438.19 $110,932 - $128,827	294 Added 0.18%	160,107 $69.9 Billion
Q3 2023 Oct 26, 2023	BUY	$392.7 - $420.68 $3.56 Million - $3.81 Million	9,067 Added 6.01%	159,813 $62.8 Billion
Q2 2023 Sep 15, 2023	BUY	$371.44 - $407.28 $10.1 Million - $11.1 Million	27,154 Added 21.97%	150,746 $61.4 Billion
Q1 2023 Sep 15, 2023	BUY	$348.66 - $382.94 $5.7 Million - $6.27 Million	16,362 Added 15.26%	123,592 $46.5 Billion
Q4 2022 Sep 15, 2023	SELL	$327.64 - $374.54 $1.77 Million - $2.02 Million	-5,402 Reduced 4.8%	107,230 $37.7 Billion
Q3 2022 Sep 15, 2023	BUY	$328.3 - $395.04 $3 Million - $3.61 Million	9,136 Added 8.83%	112,632 $37 Billion
Q2 2022 Sep 15, 2023	BUY	$337.07 - $419.85 $2.43 Million - $3.03 Million	7,206 Added 7.48%	103,496 $35.9 Billion
Q1 2022 Sep 15, 2023	BUY	$382.7 - $439.25 $3.27 Million - $3.76 Million	8,555 Added 9.75%	96,290 $40 Billion
Q4 2021 Sep 15, 2023	BUY	$394.21 - $439.01 $34.6 Million - $38.5 Million	87,735 New	87,735 $38.3 Billion

Others Institutions Holding VOO

# of Institutions

3,327

Shares Held

435M

Call Options Held

2.08M

Put Options Held

2.64M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Cjm Wealth Advisers, Ltd. Vanguard Index Fds S&P 500 ETF Transaction History