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

Continuum Wealth Advisors, LLC

  • $175 Million
  • Q1 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 1,401 shares of VOO stock, worth $700,682. This represents 0.38% of its overall portfolio holdings.

Number of Shares
1,401
Previous 13,510 89.63%
Holding current value
$700,682
Previous $5.9 Million 88.6%
% of portfolio
0.38%
Previous 3.84%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,882
Shares Held
360M
Call Options Held
2.32M
Put Options Held
2.09M
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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