Cbiz Investment Advisory Services, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Cbiz Investment Advisory Services, LLC

$2 Billion
Q4 2024

A detailed history of Cbiz Investment Advisory Services, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 1,291 shares of VOO stock, worth $671,487. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,291

Previous 1,291 -0.0%

Holding current value

$671,487

Previous $681,000 2.06%

% of portfolio

0.03%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$475.2 - $527.7 $71,755 - $79,682	-151 Reduced 10.47%	1,291 $681,000
Q2 2024 Aug 09, 2024	BUY	$455.1 - $504.28 $64,169 - $71,103	141 Added 10.84%	1,442 $721,000
Q1 2023 May 09, 2023	SELL	$348.66 - $382.94 $200,130 - $219,807	-574 Reduced 30.61%	1,301 $489,000
Q3 2022 Nov 01, 2022	BUY	$328.3 - $395.04 $188,115 - $226,357	573 Added 44.01%	1,875 $618,000
Q2 2022 Aug 02, 2022	SELL	$337.07 - $419.85 $939 Million - $1.17 Billion	-2,786,012 Reduced 99.95%	1,302 $454,000
Q1 2022 May 03, 2022	BUY	$382.7 - $439.25 $1.07 Billion - $1.22 Billion	2,785,930 Added 201295.52%	2,787,314 $563 Million
Q3 2021 Nov 12, 2021	BUY	$390.68 - $416.73 $390 - $416	1 Added 0.07%	1,384 $548,000
Q2 2021 Aug 16, 2021	BUY	$368.16 - $394.32 $62,955 - $67,428	171 Added 14.11%	1,383 $546,000
Q1 2021 May 17, 2021	SELL	$339.03 - $365.24 $186,466 - $200,882	-550 Reduced 31.21%	1,212 $442,000
Q4 2020 Feb 16, 2021	BUY	$299.82 - $343.69 $113,631 - $130,258	379 Added 27.4%	1,762 $476,000
Q1 2020 May 15, 2020	SELL	$204.27 - $310.92 $32,070 - $48,814	-157 Reduced 10.19%	1,383 $328,000
Q4 2019 Feb 12, 2020	BUY	$264.57 - $296.67 $407,437 - $456,871	1,540 New	1,540 $456,000

Others Institutions Holding VOO

# of Institutions

3,543

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Cbiz Investment Advisory Services, LLC Vanguard Index Fds S&P 500 ETF Transaction History