Kcm Investment Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History

Kcm Investment Advisors LLC

$2.91 Billion
Q3 2024

A detailed history of Kcm Investment Advisors LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 1,851 shares of VOO stock, worth $1.01 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,851

Previous 1,821 1.65%

Holding current value

$1.01 Million

Previous $910,000 7.25%

% of portfolio

0.03%

Previous 0.03%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$475.2 - $527.7 $14,256 - $15,831	30 Added 1.65%	1,851 $976,000
Q2 2024 Jul 29, 2024	BUY	$455.1 - $504.28 $23,665 - $26,222	52 Added 2.94%	1,821 $910,000
Q1 2024 May 07, 2024	SELL	$429.43 - $481.35 $32,207 - $36,101	-75 Reduced 4.07%	1,769 $850,000
Q4 2023 Feb 13, 2024	BUY	$377.32 - $438.19 $5,659 - $6,572	15 Added 0.82%	1,844 $805,000
Q3 2023 Nov 08, 2023	SELL	$392.7 - $420.68 $186,925 - $200,243	-476 Reduced 20.65%	1,829 $718,000
Q2 2023 Aug 09, 2023	BUY	$371.44 - $407.28 $80,231 - $87,972	216 Added 10.34%	2,305 $938,000
Q1 2023 May 09, 2023	BUY	$348.66 - $382.94 $138,766 - $152,410	398 Added 23.54%	2,089 $785,000
Q4 2022 Jan 31, 2023	BUY	$327.64 - $374.54 $554,039 - $633,347	1,691 New	1,691 $594,000
Q2 2022 Aug 15, 2022	SELL	$337.07 - $419.85 $97,750 - $121,756	-290 Reduced 15.08%	1,633 $566,000
Q1 2022 May 13, 2022	BUY	$382.7 - $439.25 $131,266 - $150,662	343 Added 21.71%	1,923 $798,000
Q4 2021 Feb 14, 2022	SELL	$394.21 - $439.01 $343,356 - $382,377	-871 Reduced 35.54%	1,580 $690,000
Q3 2021 Nov 12, 2021	SELL	$390.68 - $416.73 $3,906 - $4,167	-10 Reduced 0.41%	2,451 $967,000
Q2 2021 Aug 12, 2021	BUY	$368.16 - $394.32 $240,040 - $257,096	652 Added 36.04%	2,461 $968,000
Q1 2021 May 13, 2021	SELL	$339.03 - $365.24 $33,903 - $36,524	-100 Reduced 5.24%	1,809 $659,000
Q4 2020 Feb 19, 2021	SELL	$299.82 - $343.69 $14,991 - $17,184	-50 Reduced 2.55%	1,909 $656,000
Q3 2020 Nov 16, 2020	BUY	$285.37 - $328.74 $559,039 - $644,001	1,959 New	1,959 $603,000
Q1 2020 Apr 27, 2020	SELL	$204.27 - $310.92 $2.82 Million - $4.29 Million	-13,800 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	$264.57 - $296.67 $2,116 - $2,373	8 Added 0.06%	13,800 $4.08 Million
Q3 2019 Nov 15, 2019	SELL	$260.57 - $277.38 $4,950 - $5,270	-19 Reduced 0.14%	13,792 $3.76 Million
Q2 2019 Aug 14, 2019	BUY	$252.12 - $271.73 $9,328 - $10,054	37 Added 0.27%	13,811 $3.72 Million
Q1 2019 May 16, 2019	SELL	$224.5 - $261.43 $12,572 - $14,640	-56 Reduced 0.4%	13,774 $3.58 Million
Q4 2018 Feb 12, 2019	BUY	$215.07 - $268.24 $2.97 Million - $3.71 Million	13,830 New	13,830 $3.18 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

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 Kcm Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kcm Investment Advisors LLC with notifications on news.

Account

Kcm Investment Advisors LLC Vanguard Index Fds S&P 500 ETF Transaction History