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 2,495 shares of VTI stock, worth $741,314. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,495
Previous 2,495 -0.0%
Holding current value
$741,314
Previous $667,000 5.85%
% of portfolio
0.23%
Previous 0.32%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD TOTAL STOCK MARKET ET


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