Cm Wealth Advisors LLC Vanguard Small Cap Value ETF Transaction History

Cm Wealth Advisors LLC

  • $328 Million
  • Q2 2025

A detailed history of Cm Wealth Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 1,926 shares of VBR stock, worth $404,248. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,926
Previous 1,711 12.57%
Holding current value
$404,248
Previous $318,000 17.92%
% of portfolio
0.11%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$162.76 - $195.77 $34,993 - $42,090
215 Added 12.57%
1,926 $375,000
Q2 2023

Aug 15, 2023
BUY
$150.74 - $165.4 $257,916 - $282,999
1,711 New
1,711 $282,000
Q4 2022

May 04, 2023
BUY
$147.25 - $169.54 $251,944 - $290,082
1,711 New
1,711 $272 Million
Q3 2022

May 11, 2023
BUY
$143.4 - $172.87 $245,357 - $295,780
1,711 New
1,711 $245 Million
Q2 2022

May 09, 2023
BUY
$146.67 - $178.24 $250,952 - $304,968
1,711 New
1,711 $256 Million

Others Institutions Holding VBR

# of Institutions
1,755
Shares Held
91.1M
Call Options Held
58.1K
Put Options Held
3.1K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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