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 $4.2 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares

7,592

Previous 26,918 71.8%

Holding current value

$4.2 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

3,264

Shares Held

406M

Call Options Held

2.08M

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 Continuum Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Wealth Advisors, LLC with notifications on news.

Account

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