Golden State Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 4,163 shares of VO stock, worth $1.14 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,163
Previous 2,900 43.55%
Holding current value
$1.14 Million
Previous $690,000 159286.23%
% of portfolio
0.16%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$261.5 - $284.63 $330,274 - $359,487
1,263 Added 43.55%
4,163 $1.1 Billion
Q1 2022

May 19, 2022
SELL
$219.86 - $253.39 $41,553 - $47,890
-189 Reduced 6.12%
2,900 $690,000
Q1 2022

May 16, 2022
BUY
$219.86 - $253.39 $72,773 - $83,872
331 Added 12.0%
3,089 $683,000
Q4 2021

Feb 14, 2022
BUY
$236.98 - $261.2 $14,455 - $15,933
61 Added 2.26%
2,758 $703,000
Q2 2021

Aug 12, 2021
SELL
$223.23 - $238.25 $87,506 - $93,394
-392 Reduced 12.69%
2,697 $640,000
Q1 2021

May 14, 2021
BUY
$203.74 - $225.89 $92,905 - $103,005
456 Added 17.32%
3,089 $683,000
Q4 2020

Jan 28, 2021
BUY
$176.14 - $208.21 $73,802 - $87,239
419 Added 18.93%
2,633 $544,000
Q3 2020

Nov 12, 2020
SELL
$164.39 - $185.0 $124,443 - $140,045
-757 Reduced 25.48%
2,214 $390,000
Q2 2020

Aug 13, 2020
BUY
$124.34 - $175.42 $369,414 - $521,172
2,971 New
2,971 $431,000
Q2 2020

Aug 11, 2020
SELL
$124.34 - $175.42 $229,655 - $324,000
-1,847 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$112.37 - $186.27 $207,547 - $344,040
1,847 New
1,847 $243,000

Others Institutions Holding VO

# of Institutions
2,138
Shares Held
174M
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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