Cm Wealth Advisors LLC Vanguard Growth ETF Transaction History

Cm Wealth Advisors LLC

$304 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$301.05 - $346.61 $292,018 - $336,211	970 New	970 $333,000
Q2 2023 Aug 15, 2023	BUY	$243.06 - $282.96 $235,768 - $274,471	970 New	970 $274,000

Others Institutions Holding VUG

# of Institutions

2,374

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

Bank Of America Corp Charlotte, NC

43.8M
Shares

$18.7 Billion
1.42% of portfolio
Jones Financial Companies Lllp

23.1M
Shares

$9.87 Billion
9.12% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$5.89 Billion
0.39% of portfolio
Envestnet Asset Management Inc

8.27M
Shares

$3.53 Billion
1.05% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.08M
Shares

$3.44 Billion
6.36% of portfolio

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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