A detailed history of Cm Wealth Advisors LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 4,805 shares of VYM stock, worth $619,796. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,805
Previous 4,805 -0.0%
Holding current value
$619,796
Previous $569,000 8.26%
% of portfolio
0.2%
Previous 0.27%

Shares

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

Aug 14, 2024

SELL
$114.71 - $121.51 $77,429 - $82,019
-675 Reduced 12.32%
4,805 $569,000
Q1 2024

May 13, 2024

BUY
$109.98 - $120.99 $74,236 - $81,668
675 Added 14.05%
5,480 $663,000
Q3 2023

Nov 16, 2023

BUY
$103.32 - $110.34 $496,452 - $530,183
4,805 New
4,805 $496,000
Q1 2023

May 01, 2023

BUY
$100.82 - $111.44 $484,440 - $535,469
4,805 New
4,805 $503,000

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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.