Strategies Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Strategies Wealth Advisors, LLC

  • $748 Billion
  • Q3 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 5,255 shares of VO stock, worth $1.41 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
5,255
Previous 4,995 5.21%
Holding current value
$1.41 Million
Previous $1.21 Billion 14.64%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Oct 07, 2024
BUY
$237.84 - $263.83 $61,838 - $68,595
260 Added 5.21%
5,255 $1.39 Billion
Q2 2024

Jul 29, 2024
BUY
$234.99 - $248.98 $73,081 - $77,432
311 Added 6.64%
4,995 $1.21 Billion
Q1 2024

Apr 22, 2024
SELL
$225.86 - $249.86 $31,168 - $34,480
-138 Reduced 2.86%
4,684 $1.17 Billion
Q4 2023

Jan 22, 2024
SELL
$195.66 - $233.95 $215,617 - $257,812
-1,102 Reduced 18.6%
4,822 $1.12 Billion
Q3 2023

Oct 10, 2023
SELL
$206.6 - $228.23 $18,387 - $20,312
-89 Reduced 1.48%
5,924 $1.23 Billion
Q2 2023

Jul 12, 2023
BUY
$203.43 - $220.16 $235,775 - $255,165
1,159 Added 23.88%
6,013 $1.32 Billion
Q1 2023

Jun 27, 2023
SELL
$200.2 - $225.98 $299,098 - $337,614
-1,494 Reduced 23.53%
4,854 $1.02 Billion
Q4 2022

Jun 27, 2023
BUY
$186.57 - $217.26 $263,436 - $306,771
1,412 Added 28.61%
6,348 $1.29 Billion
Q2 2022

Jun 27, 2023
BUY
$190.36 - $240.41 $55,394 - $69,959
291 Added 6.26%
4,936 $972 Million
Q1 2022

Jun 27, 2023
BUY
$219.86 - $253.39 $588,565 - $678,325
2,677 Added 136.03%
4,645 $1.1 Billion
Q4 2021

Jun 26, 2023
BUY
$236.98 - $261.2 $466,376 - $514,041
1,968 New
1,968 $501 Million

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
Track This Portfolio

Track Strategies Wealth Advisors, LLC Portfolio

Follow Strategies Wealth Advisors, 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 Strategies Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategies Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email