Clientfirst Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Clientfirst Wealth Management, LLC

  • $82.6 Million
  • Q3 2023

A detailed history of Clientfirst Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 6,967 shares of VOO stock, worth $3.85 Million. This represents 3.31% of its overall portfolio holdings.

Number of Shares
6,967
Previous 6,967 -0.0%
Holding current value
$3.85 Million
Previous $2.84 Million 3.6%
% of portfolio
3.31%
Previous 3.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$328.3 - $395.04 $49,245 - $59,256
150 Added 2.2%
6,967 $2.53 Million
Q2 2022

Aug 15, 2022
BUY
$337.07 - $419.85 $266,285 - $331,681
790 Added 13.11%
6,817 $2.37 Million
Q4 2021

Apr 01, 2022
BUY
$394.21 - $439.01 $2.38 Million - $2.65 Million
6,027 New
6,027 $2.53 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

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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