A detailed history of Values Added Financial LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Values Added Financial LLC holds 1,807 shares of VO stock, worth $497,846. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,807
Previous 2,218 18.53%
Holding current value
$497,846
Previous $537 Million 11.22%
% of portfolio
0.3%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$237.84 - $263.83 $97,752 - $108,434
-411 Reduced 18.53%
1,807 $477 Million
Q2 2024

Jul 30, 2024

BUY
$234.99 - $248.98 $108,800 - $115,277
463 Added 26.38%
2,218 $537 Million
Q4 2023

Jan 18, 2024

BUY
$195.66 - $233.95 $36,979 - $44,216
189 Added 12.07%
1,755 $408 Million
Q3 2023

Oct 19, 2023

BUY
$206.6 - $228.23 $60,120 - $66,414
291 Added 22.82%
1,566 $326 Million
Q2 2023

Jul 24, 2023

BUY
$203.43 - $220.16 $259,373 - $280,704
1,275 New
1,275 $281 Million

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Values Added Financial LLC Portfolio

Follow Values Added Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Values Added Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Values Added Financial LLC with notifications on news.