Cm Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History

Cm Wealth Advisors LLC

$299 Million
Q4 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 9,100 shares of VO stock, worth $2.34 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

9,100

Previous 9,076 0.26%

Holding current value

$2.34 Million

Previous $2.39 Million 0.38%

% of portfolio

0.8%

Previous 0.79%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$261.5 - $284.63 $6,276 - $6,831	24 Added 0.26%	9,100 $2.4 Million
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

2,306

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

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About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Cm Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History