Cm Wealth Advisors LLC Vanguard Total Stock Market Et Transaction History

Cm Wealth Advisors LLC

$328 Million
Q2 2025

A detailed history of Cm Wealth Advisors LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 2,750 shares of VTI stock, worth $912,477. This represents 0.25% of its overall portfolio holdings.

Number of Shares

2,750

Previous 2,637 4.29%

Holding current value

$912,477

Previous $724,000 15.33%

% of portfolio

0.25%

Previous 0.23%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$243.75 - $303.93 $27,543 - $34,344	113 Added 4.29%	2,750 $835,000
Q1 2025 Apr 24, 2025	BUY	$271.18 - $303.12 $38,507 - $43,043	142 Added 5.69%	2,637 $724,000
Q2 2024 Aug 14, 2024	SELL	$245.23 - $269.4 $4.5 Million - $4.94 Million	-18,355 Reduced 88.03%	2,495 $667,000
Q1 2024 May 13, 2024	BUY	$232.77 - $260.14 $4.27 Million - $4.77 Million	18,355 Added 735.67%	20,850 $5.42 Million
Q3 2023 Nov 16, 2023	SELL	$211.41 - $228.35 $3.16 Million - $3.41 Million	-14,925 Reduced 85.68%	2,495 $529,000
Q2 2023 Aug 15, 2023	BUY	$200.75 - $220.28 $3.11 Million - $3.42 Million	15,511 Added 812.52%	17,420 $3.84 Million
Q1 2023 May 01, 2023	BUY	$189.85 - $210.01 $362,423 - $400,909	1,909 New	1,909 $383,000
Q4 2022 May 04, 2023	SELL	$179.3 - $204.18 $39,804 - $45,327	-222 Reduced 11.63%	1,687 $323 Million
Q3 2022 May 11, 2023	SELL	$179.47 - $216.24 $84,350 - $101,632	-470 Reduced 24.62%	1,439 $258 Million
Q2 2022 May 09, 2023	SELL	$183.02 - $230.52 $86,019 - $108,344	-470 Reduced 24.62%	1,439 $271 Million

Others Institutions Holding VTI

# of Institutions

3,558

Shares Held

681M

Call Options Held

1.46M

Put Options Held

2.24M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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 Total Stock Market Et Transaction History