Cm Wealth Advisors LLC Vanguard Total Stock Market Et Transaction History

Cm Wealth Advisors LLC

  • $359 Million
  • Q3 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 3,069 shares of VTI stock, worth $1.01 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,069
Previous 2,750 11.6%
Holding current value
$1.01 Million
Previous $835,000 20.6%
% of portfolio
0.28%
Previous 0.25%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$303.93 - $329.86 $96,953 - $105,225
319 Added 11.6%
3,069 $1.01 Million
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
3,633
Shares Held
537M
Call Options Held
1.6M
Put Options Held
733K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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