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

Cerro Pacific Wealth Advisors LLC

$297 Million
Q4 2024

A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 1,317 shares of VOO stock, worth $719,516. This represents 0.24% of its overall portfolio holdings.

Number of Shares

1,317

Previous 1,299 1.39%

Holding current value

$719,516

Previous $685,000 3.5%

% of portfolio

0.24%

Previous 0.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$521.84 - $558.82 $9,393 - $10,058	18 Added 1.39%	1,317 $709,000
Q2 2024 Aug 09, 2024	BUY	$455.1 - $504.28 $55,522 - $61,522	122 Added 10.37%	1,299 $649,000
Q1 2023 May 10, 2023	SELL	$348.66 - $382.94 $2,789 - $3,063	-8 Reduced 0.68%	1,177 $442,000
Q4 2022 Jan 18, 2023	BUY	$327.64 - $374.54 $388,253 - $443,829	1,185 New	1,185 $0
Q2 2021 Aug 16, 2021	SELL	$368.16 - $394.32 $215,373 - $230,677	-585 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$299.82 - $343.69 $175,394 - $201,058	585 New	585 $201,000

Others Institutions Holding VOO

# of Institutions

3,521

Shares Held

473M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerro Pacific Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerro Pacific Wealth Advisors LLC with notifications on news.

Account

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