CM WEALTH ADVISORS LLC VOO Holdings History
CM WEALTH ADVISORS LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, CM WEALTH ADVISORS LLC held 42,779.00 shares of Vanguard S&P 500 ETF(VOO), totaling $21.98 Mil. This investment constitutes 7.03% of their stock portfolio, and CM WEALTH ADVISORS LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q2. And since then CM WEALTH ADVISORS LLC has made 1 purchases of VOO, at an average price of $371.58, for a total of 61,533.00 shares. In addition, there have been 6 sales at an average price of $461.82 for 18,754.00 shares. Based on historical transaction data and VOO's current price of $583.26, CM WEALTH ADVISORS LLC's estimated gain on his VOO holdings is $10.75 Mil, reflecting a 47.01% gain to date.
CM WEALTH ADVISORS LLC VOO ($583.26) Holding Chart
CM WEALTH ADVISORS LLC VOO ($583.26) 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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