CJM Wealth Advisers, Ltd. VOO Holdings History
CJM Wealth Advisers, Ltd.'s Vanguard S&P 500 ETF Holding Summary
As of 2025-06-30, CJM Wealth Advisers, Ltd. held 164,485.00 shares of Vanguard S&P 500 ETF(VOO), totaling $93.43 Mil. This investment constitutes 31.09% of their stock portfolio, and CJM Wealth Advisers, Ltd. now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2021Q4. And since then CJM Wealth Advisers, Ltd. has made 11 purchases of VOO, at an average price of $403.35, for a total of 177,825.00 shares. In addition, there have been 3 sales at an average price of $455.71 for 13,340.00 shares. Based on historical transaction data and VOO's current price of $576.92, CJM Wealth Advisers, Ltd.'s estimated gain on his VOO holdings is $29.25 Mil, reflecting a 40.78% gain to date.
CJM Wealth Advisers, Ltd. VOO ($576.92) Holding Chart
CJM Wealth Advisers, Ltd. VOO ($576.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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