Vanguard S&p 500 Etf idx shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 40k | 614.12 |
| 2025-06-30 | $23M | 41k | 569.77 |
| 2025-03-31 | $22M | 43k | 513.91 |
| 2024-12-31 | $23M | 43k | 538.81 |
| 2024-09-30 | $24M | 45k | 529.31 |
| 2024-06-30 | $23M | 45k | 501.91 |
| 2024-03-31 | $24M | 50k | 475.40 |
| 2023-12-31 | $25M | 57k | 436.80 |
| 2023-09-30 | $23M | 57k | 412.22 |
| 2023-06-30 | $26M | 62k | 419.87 |
| 2023-03-31 | $21M | 57k | 371.44 |
| 2022-12-31 | $19M | 54k | 351.49 |
| 2022-09-30 | $18M | 54k | 329.77 |
| 2022-06-30 | $19M | 54k | 348.31 |