Wealth Plan Partners, LLC Vanguard Mid Cap ETF Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
BUY
$225.86 - $249.86 $27,329 - $30,233
121 Added 6.07%
2,115 $528 Million
Q4 2023

Jan 05, 2024
SELL
$195.66 - $233.95 $31,305 - $37,432
-160 Reduced 7.43%
1,994 $464 Million
Q3 2023

Nov 01, 2023
BUY
$206.6 - $228.23 $32,229 - $35,603
156 Added 7.81%
2,154 $449 Million
Q2 2023

Jul 31, 2023
BUY
$203.43 - $220.16 $813 - $880
4 Added 0.2%
1,998 $440 Million
Q1 2023

May 10, 2023
SELL
$200.2 - $225.98 $30,230 - $34,122
-151 Reduced 7.04%
1,994 $421 Million
Q4 2022

Feb 16, 2023
SELL
$186.57 - $217.26 $60,635 - $70,609
-325 Reduced 13.16%
2,145 $477 Million
Q1 2022

May 03, 2022
BUY
$219.86 - $253.39 $19,567 - $22,551
89 Added 3.74%
2,470 $540,000
Q4 2021

Feb 01, 2022
SELL
$236.98 - $261.2 $89,341 - $98,472
-377 Reduced 13.67%
2,381 $559,000
Q3 2021

Dec 09, 2021
BUY
$229.88 - $249.8 $401,830 - $436,650
1,748 Added 173.07%
2,758 $0
Q2 2021

Aug 19, 2021
BUY
$223.23 - $238.25 $225,462 - $240,632
1,010 New
1,010 $246,000
Q4 2018

Feb 20, 2019
SELL
N/A
-1,660 Closed
0 $0
Q1 2018

May 16, 2018
BUY
N/A
1,660 New
1,660 $256,000

Others Institutions Holding VO

# of Institutions
2,092
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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