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 $685,182. This represents 0.24% of its overall portfolio holdings.

Number of Shares

1,317

Previous 1,299 1.39%

Holding current value

$685,182

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

3,543

Shares Held

473M

Call Options Held

2.36M

Put Options Held

2.13M

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About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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