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

Continuum Wealth Advisors, LLC

$158 Million
Q3 2024

A detailed history of Continuum Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 7,592 shares of VOO stock, worth $4.14 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares

7,592

Previous 26,918 71.8%

Holding current value

$4.14 Million

Previous $13.5 Million 70.24%

% of portfolio

2.54%

Previous 7.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$475.2 - $527.7 $9.18 Million - $10.2 Million	-19,326 Reduced 71.8%	7,592 $4.01 Million
Q2 2024 Jul 23, 2024	BUY	$455.1 - $504.28 $11.6 Million - $12.9 Million	25,517 Added 1821.34%	26,918 $13.5 Million
Q1 2024 May 20, 2024	SELL	$429.43 - $481.35 $5.2 Million - $5.83 Million	-12,109 Reduced 89.63%	1,401 $673,000
Q4 2023 Jan 31, 2024	BUY	$377.32 - $438.19 $895,003 - $1.04 Million	2,372 Added 21.3%	13,510 $5.9 Million
Q3 2023 Oct 25, 2023	SELL	$392.7 - $420.68 $8.02 Million - $8.59 Million	-20,421 Reduced 64.71%	11,138 $4.37 Million
Q2 2023 Jul 27, 2023	BUY	$371.44 - $407.28 $11.7 Million - $12.9 Million	31,559 New	31,559 $12.9 Million

Others Institutions Holding VOO

# of Institutions

3,147

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

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