Cm Wealth Advisors LLC Vanguard Small Cap Value ETF Transaction History

Cm Wealth Advisors LLC

  • $304 Million
  • Q3 2024

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 1,711 shares of VBR stock, worth $366,188. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,711
Previous 1,711 -0.0%
Holding current value
$366,188
Previous $312,000 9.94%
% of portfolio
0.11%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,540
Shares Held
93.4M
Call Options Held
53.2K
Put Options Held
22.2K
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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