Cm Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History

Cm Wealth Advisors LLC

  • $328 Million
  • Q2 2025

A detailed history of Cm Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 86,144 shares of VIG stock, worth $15.7 Million. This represents 4.79% of its overall portfolio holdings.

Number of Shares
86,144
Previous 86,278 0.16%
Holding current value
$15.7 Million
Previous $15.7 Million 0.15%
% of portfolio
4.79%
Previous 5.07%

Shares

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

Aug 06, 2025
SELL
N/A
-134 Reduced 0.16%
86,144 $15.7 Million
Q1 2025

Apr 24, 2025
BUY
N/A
361 Added 0.42%
86,278 $15.7 Million
Q4 2024

Feb 13, 2025
BUY
N/A
252 Added 0.29%
85,917 $15.6 Million
Q3 2024

Nov 12, 2024
BUY
$182.15 - $182.15 $9.58 Million - $9.58 Million
52,612 Added 159.17%
85,665 $15.6 Million
Q2 2024

Aug 14, 2024
SELL
$173.33 - $185.29 $13.1 Million - $14 Million
-75,507 Reduced 69.55%
33,053 $6.03 Million
Q1 2024

May 13, 2024
BUY
$168.47 - $182.98 $11.9 Million - $12.9 Million
70,740 Added 187.04%
108,560 $19.8 Million
Q4 2023

Feb 05, 2024
SELL
$150.16 - $171.16 $117,575 - $134,018
-783 Reduced 2.03%
37,820 $6.44 Million
Q3 2023

Nov 16, 2023
SELL
$155.38 - $166.95 $5.41 Million - $5.81 Million
-34,823 Reduced 47.43%
38,603 $6 Million
Q2 2023

Aug 15, 2023
SELL
$152.74 - $162.43 $7.92 Million - $8.42 Million
-51,826 Reduced 41.38%
73,426 $11.9 Million
Q1 2023

May 01, 2023
BUY
$147.24 - $158.33 $18.4 Million - $19.8 Million
125,252 New
125,252 $19.2 Million
Q4 2022

May 04, 2023
SELL
$144.84 - $158.71 $12.7 Million - $13.9 Million
-87,611 Reduced 69.95%
37,641 $5.72 Billion
Q3 2022

May 11, 2023
SELL
N/A
-87,597 Reduced 69.94%
37,655 $5.09 Billion
Q2 2022

May 09, 2023
SELL
N/A
-87,597 Reduced 69.94%
37,655 $5.4 Billion

Others Institutions Holding VIG

# of Institutions
2,586
Shares Held
257M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Cm Wealth Advisors LLC Portfolio

Follow Cm Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cm Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cm Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email