Cm Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History

Cm Wealth Advisors LLC

$304 Million
Q3 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 9,076 shares of VO stock, worth $2.56 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

9,076

Previous 9,076 -0.0%

Holding current value

$2.56 Million

Previous $2.2 Million 8.97%

% of portfolio

0.79%

Previous 1.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$234.99 - $248.98 $17,859 - $18,922	-76 Reduced 0.83%	9,076 $2.2 Million
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	$186.57 - $217.26 $13,992 - $16,294	-75 Reduced 0.75%	9,923 $2.02 Billion
Q3 2022 May 11, 2023	SELL	$187.98 - $227.42 $14,098 - $17,056	-75 Reduced 0.75%	9,923 $1.87 Billion
Q2 2022 May 09, 2023	SELL	$190.36 - $240.41 $14,277 - $18,030	-75 Reduced 0.75%	9,923 $1.95 Billion

Others Institutions Holding VO

# of Institutions

2,089

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

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.

Account

Cm Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History