Bartlett & Co. Wealth Management LLC Vanguard Mid Cap ETF Transaction History

Bartlett & Co. Wealth Management LLC

$6.89 Trillion
Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 20,040 shares of VO stock, worth $5.56 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

20,040

Previous 20,745 3.4%

Holding current value

$5.56 Million

Previous $5.47 Billion 3.29%

% of portfolio

0.08%

Previous 0.08%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$261.5 - $284.63 $184,357 - $200,664	-705 Reduced 3.4%	20,040 $5.29 Billion
Q3 2024 Oct 17, 2024	SELL	$237.84 - $263.83 $128,909 - $142,995	-542 Reduced 2.55%	20,745 $5.47 Billion
Q2 2024 Jul 12, 2024	SELL	$234.99 - $248.98 $66,972 - $70,959	-285 Reduced 1.32%	21,287 $5.17 Billion
Q1 2024 May 09, 2024	SELL	$225.86 - $249.86 $35,008 - $38,728	-155 Reduced 0.71%	21,572 $5.39 Billion
Q4 2023 Feb 14, 2024	SELL	$195.66 - $233.95 $43,632 - $52,170	-223 Reduced 1.02%	21,727 $5.08 Billion
Q3 2023 Feb 14, 2024	SELL	$206.6 - $228.23 $169,618 - $187,376	-821 Reduced 3.61%	21,950 $4.57 Billion
Q2 2023 Feb 14, 2024	SELL	$203.43 - $220.16 $123,482 - $133,637	-607 Reduced 2.6%	22,771 $5.01 Billion
Q1 2023 Feb 14, 2024	SELL	$200.2 - $225.98 $127,327 - $143,723	-636 Reduced 2.65%	23,378 $4.93 Billion
Q4 2022 Feb 14, 2024	SELL	$186.57 - $217.26 $198,137 - $230,730	-1,062 Reduced 4.24%	24,014 $4.89 Billion
Q3 2022 Feb 14, 2024	SELL	$187.98 - $227.42 $138,917 - $168,063	-739 Reduced 2.86%	25,076 $4.71 Billion
Q2 2022 Feb 14, 2024	BUY	$190.36 - $240.41 $479,516 - $605,592	2,519 Added 10.81%	25,815 $5.08 Billion
Q1 2022 Feb 14, 2024	SELL	$219.86 - $253.39 $111,908 - $128,975	-509 Reduced 2.14%	23,296 $5.54 Billion
Q4 2021 Feb 14, 2024	BUY	$236.98 - $261.2 $162,805 - $179,444	687 Added 2.97%	23,805 $6.06 Billion
Q3 2021 Feb 13, 2024	SELL	$229.88 - $249.8 $238,155 - $258,792	-1,036 Reduced 4.29%	23,118 $5.47 Billion
Q2 2021 Feb 13, 2024	SELL	$223.23 - $238.25 $18,081 - $19,298	-81 Reduced 0.33%	24,154 $5.73 Billion
Q1 2021 Feb 13, 2024	SELL	$203.74 - $225.89 $11,409 - $12,649	-56 Reduced 0.23%	24,235 $5.36 Billion
Q4 2020 Feb 13, 2024	SELL	$176.14 - $208.21 $19,023 - $22,486	-108 Reduced 0.44%	24,291 $5.02 Billion
Q3 2020 Feb 13, 2024	SELL	$164.39 - $185.0 $49,316 - $55,500	-300 Reduced 1.21%	24,399 $4.3 Billion
Q2 2020 Feb 13, 2024	SELL	$124.34 - $175.42 $52,720 - $74,378	-424 Reduced 1.69%	24,699 $4.05 Billion
Q1 2020 Feb 13, 2024	SELL	$112.37 - $186.27 $232,605 - $385,578	-2,070 Reduced 7.61%	25,123 $3.31 Billion
Q4 2019 Feb 13, 2024	BUY	$162.13 - $178.73 $83,496 - $92,045	515 Added 1.93%	27,193 $4.85 Billion
Q3 2019 Feb 13, 2024	BUY	$166.82 - $169.81 $4.27 Million - $4.35 Million	25,594 Added 2361.07%	26,678 $4.47 Billion
Q2 2019 Feb 13, 2024	BUY	N/A	542 Added 100.0%	1,084 $182 Million
Q2 2018 Feb 13, 2024	SELL	N/A	-250 Reduced 31.57%	542 $85.4 Million
Q1 2018 Feb 13, 2024	BUY	N/A	792 New	792 $122 Million

Others Institutions Holding VO

# of Institutions

2,120

Shares Held

174M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Bartlett & Co. Wealth Management LLC Vanguard Mid Cap ETF Transaction History