Cm Wealth Advisors LLC Vanguard Small Cap Value ETF Transaction History
Cm Wealth Advisors LLC
- $210 Million
- Q2 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 $341,395. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,711
Previous 1,711
-0.0%
Holding current value
$341,395
Previous $328,000
4.88%
% of portfolio
0.15%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio