Cm Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History

Cm Wealth Advisors LLC

  • $353 Million
  • Q1 2024

A detailed history of Cm Wealth Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 9,152 shares of VO stock, worth $2.27 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
9,152
Previous 9,923 7.77%
Holding current value
$2.27 Million
Previous $2.31 Million 0.95%
% of portfolio
0.65%
Previous 0.99%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$225.86 - $249.86 $174,138 - $192,642
-771 Reduced 7.77%
9,152 $2.29 Million
Q3 2023

Nov 16, 2023
BUY
$206.6 - $228.23 $2.05 Million - $2.26 Million
9,923 New
9,923 $2.07 Million
Q1 2023

May 01, 2023
BUY
$200.2 - $225.98 $2 Million - $2.26 Million
9,998 New
9,998 $2.05 Million
Q4 2022

May 04, 2023
SELL
$199.06 - $217.26 $14,929 - $16,294
-75 Reduced 0.75%
9,923 $2.02 Billion
Q3 2022

May 11, 2023
SELL
N/A
-75 Reduced 0.75%
9,923 $1.87 Billion
Q2 2022

May 09, 2023
SELL
N/A
-75 Reduced 0.75%
9,923 $1.95 Billion

Others Institutions Holding VO

# of Institutions
1,960
Shares Held
167M
Call Options Held
224K
Put Options Held
28.5K
View Full List

About VANGUARD MID-CAP ETF

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