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

Clientfirst Wealth Management, LLC

$98.1 Million
Q4 2024

A detailed history of Clientfirst Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 6,870 shares of VOO stock, worth $3.57 Million. This represents 3.77% of its overall portfolio holdings.

Number of Shares

6,870

Previous 6,967 1.39%

Holding current value

$3.57 Million

Previous $2.74 Million 35.32%

% of portfolio

3.77%

Previous 3.31%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$521.84 - $558.82 $50,618 - $54,205	-97 Reduced 1.39%	6,870 $3.7 Million
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $49,245 - $59,256	150 Added 2.2%	6,967 $2.53 Million
Q2 2022 Aug 15, 2022	BUY	$337.07 - $419.85 $266,285 - $331,681	790 Added 13.11%	6,817 $2.37 Million
Q4 2021 Apr 01, 2022	BUY	$394.21 - $439.01 $2.38 Million - $2.65 Million	6,027 New	6,027 $2.53 Million

Others Institutions Holding VOO

# of Institutions

3,542

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
Sector ETFs
Industry ETFs

More about VOO

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