Cm Wealth Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History

Cm Wealth Advisors LLC

$299 Million
Q4 2024

A detailed history of Cm Wealth Advisors LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 7,845 shares of ESGV stock, worth $856,752. This represents 0.27% of its overall portfolio holdings.

Number of Shares

7,845

Previous 7,910 0.82%

Holding current value

$856,752

Previous $804,000 2.24%

% of portfolio

0.27%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$100.18 - $109.1 $6,511 - $7,091	-65 Reduced 0.82%	7,845 $822,000
Q4 2023 Feb 05, 2024	SELL	$71.95 - $85.41 $11,008 - $13,067	-153 Reduced 1.9%	7,910 $672,000
Q3 2023 Nov 16, 2023	SELL	$74.65 - $81.1 $86,817 - $94,319	-1,163 Reduced 12.61%	8,063 $606,000
Q2 2023 Aug 15, 2023	BUY	$70.39 - $78.35 $649,418 - $722,857	9,226 New	9,226 $722,000
Q4 2022 May 04, 2023	BUY	$62.41 - $70.74 $575,794 - $652,647	9,226 New	9,226 $608 Million
Q3 2022 May 11, 2023	BUY	$62.91 - $76.54 $584,056 - $710,597	9,284 New	9,284 $584 Million
Q2 2022 May 09, 2023	BUY	$63.97 - $82.17 $593,897 - $762,866	9,284 New	9,284 $616 Million

Others Institutions Holding ESGV

# of Institutions

612

Shares Held

30.2M

Call Options Held

700

Put Options Held

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About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

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Cm Wealth Advisors LLC Vanguard World Fd Esg U.S. Sto Transaction History