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

Capital Advisors Wealth Management, LLC

$691 Million
Q4 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 3,214 shares of VOO stock, worth $1.99 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

3,214

Previous 2,408 33.47%

Holding current value

$1.99 Million

Previous $1.47 Million 34.67%

% of portfolio

0.29%

Previous 0.22%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$600.51 - $631.95 $484,011 - $509,351	806 Added 33.47%	3,214 $1.99 Million
Q3 2025 Oct 15, 2025	BUY	$567.77 - $614.76 $950,446 - $1.03 Million	1,674 Added 228.07%	2,408 $1.47 Million
Q1 2025 Apr 24, 2025	BUY	$507.05 - $563.67 $507 - $563	1 Added 0.14%	734 $377,000
Q4 2024 Jan 14, 2025	BUY	$521.84 - $558.82 $382,508 - $409,615	733 New	733 $394,000

Others Institutions Holding VOO

# of Institutions

3,907

Shares Held

546M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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