Cm Wealth Advisors LLC Vanguard Mid Cap Growth Index Transaction History

Cm Wealth Advisors LLC

  • $304 Million
  • Q3 2024

A detailed history of Cm Wealth Advisors LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 1,177 shares of VOT stock, worth $318,260. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,177
Previous 1,177 -0.0%
Holding current value
$318,260
Previous $270,000 5.93%
% of portfolio
0.09%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$218.75 - $234.97 $257,468 - $276,559
1,177 New
1,177 $270,000
Q2 2023

Aug 15, 2023
SELL
$186.22 - $205.77 $149,534 - $165,233
-803 Reduced 40.56%
1,177 $242,000
Q1 2023

May 01, 2023
BUY
$177.43 - $203.61 $351,311 - $403,147
1,980 New
1,980 $370,000
Q4 2022

May 04, 2023
SELL
$165.84 - $193.83 $133,169 - $155,645
-803 Reduced 40.56%
1,177 $212 Million
Q3 2022

May 11, 2023
SELL
$170.12 - $208.72 $136,606 - $167,602
-803 Reduced 40.56%
1,177 $201 Million
Q2 2022

May 09, 2023
SELL
$167.96 - $227.2 $134,871 - $182,441
-803 Reduced 40.56%
1,177 $206 Million

Others Institutions Holding VOT

# of Institutions
976
Shares Held
38.1M
Call Options Held
26.7K
Put Options Held
5.6K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

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