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

Cm Wealth Advisors LLC

  • $310 Million
  • Q1 2025

A detailed history of Cm Wealth Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 42,779 shares of VOO stock, worth $25.1 Million. This represents 7.1% of its overall portfolio holdings.

Number of Shares
42,779
Previous 42,956 0.41%
Holding current value
$25.1 Million
Previous $23.1 Million 5.02%
% of portfolio
7.1%
Previous 7.74%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$507.05 - $563.67 $89,747 - $99,769
-177 Reduced 0.41%
42,779 $22 Million
Q4 2024

Feb 13, 2025
SELL
$521.84 - $558.82 $1.17 Million - $1.26 Million
-2,249 Reduced 4.98%
42,956 $23.1 Million
Q3 2024

Nov 12, 2024
SELL
$475.2 - $527.7 $12,355 - $13,720
-26 Reduced 0.06%
45,205 $23.9 Million
Q2 2024

Aug 14, 2024
SELL
$455.1 - $504.28 $2.26 Million - $2.51 Million
-4,970 Reduced 9.9%
45,231 $22.6 Million
Q1 2024

May 13, 2024
SELL
$429.43 - $481.35 $2.71 Million - $3.04 Million
-6,315 Reduced 11.17%
50,201 $24.1 Million
Q3 2023

Nov 16, 2023
SELL
$392.7 - $420.68 $1.97 Million - $2.11 Million
-5,017 Reduced 8.15%
56,516 $22.2 Million
Q2 2023

Aug 15, 2023
BUY
$371.44 - $407.28 $1.63 Million - $1.79 Million
4,393 Added 7.69%
61,533 $25.1 Million
Q1 2023

May 01, 2023
BUY
$348.66 - $382.94 $19.9 Million - $21.9 Million
57,140 New
57,140 $21.2 Million
Q4 2022

May 04, 2023
SELL
$327.64 - $374.54 $902,648 - $1.03 Million
-2,755 Reduced 4.82%
54,385 $19.1 Billion
Q3 2022

May 11, 2023
SELL
$328.3 - $395.04 $904,466 - $1.09 Million
-2,755 Reduced 4.82%
54,385 $17.9 Billion
Q2 2022

May 09, 2023
SELL
$337.07 - $419.85 $928,627 - $1.16 Million
-2,755 Reduced 4.82%
54,385 $18.9 Billion

About VANGUARD INDEX FDS S&P 500 ETF

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  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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