Cfm Wealth Partners LLC Vanguard Index Fds S&P 500 ETF Transaction History

Cfm Wealth Partners LLC

$541 Million
Q2 2024

A detailed history of Cfm Wealth Partners LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 7,770 shares of VOO stock, worth $3.92 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

7,770

Previous 7,809 0.5%

Holding current value

$3.92 Million

Previous $3.75 Million 3.54%

% of portfolio

0.72%

Previous 0.76%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$455.1 - $504.28 $17,748 - $19,666	-39 Reduced 0.5%	7,770 $3.89 Million
Q1 2024 Apr 15, 2024	BUY	$429.43 - $481.35 $77,297 - $86,643	180 Added 2.36%	7,809 $3.75 Million
Q4 2023 Jan 11, 2024	BUY	$377.32 - $438.19 $88,292 - $102,536	234 Added 3.16%	7,629 $3.33 Million
Q3 2023 Oct 11, 2023	BUY	$392.7 - $420.68 $31,808 - $34,075	81 Added 1.11%	7,395 $2.9 Million
Q2 2023 Jul 14, 2023	BUY	$371.44 - $407.28 $219,521 - $240,702	591 Added 8.79%	7,314 $2.98 Million
Q1 2023 Apr 12, 2023	BUY	$348.66 - $382.94 $2.34 Million - $2.57 Million	6,723 New	6,723 $2.53 Million
Q4 2022 Jan 19, 2023	SELL	$343.59 - $374.54 $4,466 - $4,869	-13 Reduced 0.19%	6,722 $2.36 Billion
Q3 2022 Oct 17, 2022	BUY	$339.63 - $395.04 $3,735 - $4,345	11 Added 0.16%	6,735 $2.21 Million
Q2 2022 Jul 12, 2022	SELL	$337.07 - $419.85 $41,122 - $51,221	-122 Reduced 1.78%	6,724 $2.33 Million
Q1 2022 Apr 14, 2022	SELL	$382.7 - $439.25 $11,098 - $12,738	-29 Reduced 0.42%	6,846 $2.84 Million
Q4 2021 Jan 21, 2022	SELL	$394.21 - $439.01 $232,583 - $259,015	-590 Reduced 7.9%	6,875 $3.02 Million
Q3 2021 Oct 25, 2021	BUY	$390.68 - $416.73 $45,318 - $48,340	116 Added 1.58%	7,465 $2.94 Million
Q2 2021 Jul 21, 2021	SELL	$368.16 - $394.32 $1,104 - $1,182	-3 Reduced 0.04%	7,349 $2.89 Million
Q1 2021 May 17, 2021	SELL	$339.03 - $365.24 $284,785 - $306,801	-840 Reduced 10.25%	7,352 $2.68 Million
Q4 2020 Feb 10, 2021	SELL	$299.82 - $343.69 $193,383 - $221,680	-645 Reduced 7.3%	8,192 $2.82 Million
Q3 2020 Nov 10, 2020	SELL	$285.37 - $328.74 $153,243 - $176,533	-537 Reduced 5.73%	8,837 $2.72 Million
Q2 2020 Aug 14, 2020	SELL	$226.15 - $297.17 $168,029 - $220,797	-743 Reduced 7.34%	9,374 $2.66 Million
Q1 2020 May 12, 2020	BUY	$204.27 - $310.92 $17,771 - $27,050	87 Added 0.87%	10,117 $2.4 Million
Q4 2019 Jan 30, 2020	BUY	$264.57 - $296.67 $2.65 Million - $2.98 Million	10,030 New	10,030 $3.05 Million

Others Institutions Holding VOO

# of Institutions

2,996

Shares Held

375M

Call Options Held

1.16M

Put Options Held

1.02M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Cfm Wealth Partners LLC Vanguard Index Fds S&P 500 ETF Transaction History