A detailed history of Partnership Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Partnership Wealth Management, LLC holds 287 shares of VO stock, worth $79,344. This represents 0.05% of its overall portfolio holdings.

Number of Shares
287
Previous 409 29.83%
Holding current value
$79,344
Previous $99.1 Million 23.6%
% of portfolio
0.05%
Previous 0.07%

Shares

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

Oct 08, 2024

SELL
$237.84 - $263.83 $29,016 - $32,187
-122 Reduced 29.83%
287 $75.7 Million
Q1 2024

Apr 10, 2024

BUY
$225.86 - $249.86 $225 - $249
1 Added 0.25%
409 $102 Million
Q4 2023

Feb 07, 2024

BUY
$195.66 - $233.95 $79,829 - $95,451
408 New
408 $93.5 Million

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


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

Track Partnership Wealth Management, LLC Portfolio

Follow Partnership Wealth Management, 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 Partnership Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Partnership Wealth Management, LLC with notifications on news.