A detailed history of Continuum Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 7,592 shares of VOO stock, worth $4.06 Million. This represents 2.54% of its overall portfolio holdings.

Number of Shares
7,592
Previous 26,918 71.8%
Holding current value
$4.06 Million
Previous $13.5 Million 70.24%
% of portfolio
2.54%
Previous 7.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$475.2 - $527.7 $9.18 Million - $10.2 Million
-19,326 Reduced 71.8%
7,592 $4.01 Million
Q2 2024

Jul 23, 2024

BUY
$455.1 - $504.28 $11.6 Million - $12.9 Million
25,517 Added 1821.34%
26,918 $13.5 Million
Q1 2024

May 20, 2024

SELL
$429.43 - $481.35 $5.2 Million - $5.83 Million
-12,109 Reduced 89.63%
1,401 $673,000
Q4 2023

Jan 31, 2024

BUY
$377.32 - $438.19 $895,003 - $1.04 Million
2,372 Added 21.3%
13,510 $5.9 Million
Q3 2023

Oct 25, 2023

SELL
$392.7 - $420.68 $8.02 Million - $8.59 Million
-20,421 Reduced 64.71%
11,138 $4.37 Million
Q2 2023

Jul 27, 2023

BUY
$371.44 - $407.28 $11.7 Million - $12.9 Million
31,559 New
31,559 $12.9 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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