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

Cfm Wealth Partners LLC

$568 Million
Q3 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 7,951 shares of VOO stock, worth $4.33 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

7,951

Previous 7,809 1.82%

Holding current value

$4.33 Million

Previous $4.12 Million 1.82%

% of portfolio

0.74%

Previous 0.85%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$475.2 - $527.7 $67,478 - $74,933	142 Added 1.82%	7,951 $4.2 Million
Q3 2024 Oct 15, 2024	BUY	$475.2 - $527.7 $18,532 - $20,580	39 Added 0.5%	7,809 $4.12 Million
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	$327.64 - $374.54 $4,259 - $4,869	-13 Reduced 0.19%	6,722 $2.36 Billion
Q3 2022 Oct 17, 2022	BUY	$328.3 - $395.04 $3,611 - $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

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

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 Cfm Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cfm Wealth Partners LLC with notifications on news.

Account

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