CM WEALTH ADVISORS LLC VIG Holdings History
CM WEALTH ADVISORS LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, CM WEALTH ADVISORS LLC held 86,278.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $16.74 Mil. This investment constitutes 5.35% of their stock portfolio, and CM WEALTH ADVISORS LLC now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2022Q2. And since then CM WEALTH ADVISORS LLC has made 4 purchases of VIG, at an average price of $166.72, for a total of 249,231.00 shares. In addition, there have been 4 sales at an average price of $168.38 for 162,953.00 shares. Based on historical transaction data and VIG's current price of $208.10, CM WEALTH ADVISORS LLC's estimated gain on his VIG holdings is $3.84 Mil, reflecting a 9.25% gain to date.
CM WEALTH ADVISORS LLC VIG ($208.10) Holding Chart
CM WEALTH ADVISORS LLC VIG ($208.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
