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

Cfs Investment Advisory Services, LLC

$1.12 Billion
Q4 2024

A detailed history of Cfs Investment Advisory Services, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 3,592 shares of VOO stock, worth $2 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,592

Previous 3,176 13.1%

Holding current value

$2 Million

Previous $1.68 Million 15.45%

% of portfolio

0.17%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$521.84 - $558.82 $217,085 - $232,469	416 Added 13.1%	3,592 $1.94 Million
Q3 2024 Nov 12, 2024	SELL	$475.2 - $527.7 $34,689 - $38,522	-73 Reduced 2.25%	3,176 $1.68 Million
Q2 2024 Aug 13, 2024	BUY	$455.1 - $504.28 $1.48 Million - $1.64 Million	3,249 New	3,249 $1.63 Million
Q2 2022 Aug 16, 2022	SELL	$337.07 - $419.85 $12.6 Million - $15.7 Million	-37,365 Closed	0 $0
Q1 2022 May 27, 2022	BUY	$382.7 - $439.25 $14.3 Million - $16.4 Million	37,365 New	37,365 $0
Q2 2021 Jul 21, 2021	SELL	$368.16 - $394.32 $2.08 Million - $2.23 Million	-5,654 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$299.82 - $343.69 $1.7 Million - $1.94 Million	5,654 New	5,654 $1.94 Million

Others Institutions Holding VOO

# of Institutions

3,364

Shares Held

440M

Call Options Held

2.07M

Put Options Held

2.55M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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