A detailed history of 9258 Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 9,530 shares of VO stock, worth $2.54 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
9,530
Previous 10,929 12.8%
Holding current value
$2.54 Million
Previous $2.73 Million 15.49%
% of portfolio
0.36%
Previous 0.43%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$234.99 - $248.98 $328,751 - $348,323
-1,399 Reduced 12.8%
9,530 $2.31 Million
Q1 2024

May 03, 2024

BUY
$225.86 - $249.86 $32,975 - $36,479
146 Added 1.35%
10,929 $2.73 Million
Q4 2023

Feb 06, 2024

SELL
$195.66 - $233.95 $323,817 - $387,187
-1,655 Reduced 13.31%
10,783 $2.51 Million
Q3 2023

Nov 08, 2023

SELL
$206.6 - $228.23 $935,691 - $1.03 Million
-4,529 Reduced 26.69%
12,438 $2.59 Million
Q2 2023

Aug 08, 2023

SELL
$203.43 - $220.16 $3.23 Million - $3.5 Million
-15,880 Reduced 48.35%
16,967 $3.74 Million
Q1 2023

May 03, 2023

BUY
$200.2 - $225.98 $468,868 - $529,245
2,342 Added 7.68%
32,847 $6.93 Million
Q4 2022

Feb 03, 2023

BUY
$186.57 - $217.26 $1.4 Million - $1.63 Million
7,510 Added 32.66%
30,505 $6.22 Million
Q3 2022

Nov 08, 2022

BUY
$187.98 - $227.42 $2.03 Million - $2.45 Million
10,781 Added 88.27%
22,995 $4.32 Million
Q2 2022

Aug 04, 2022

BUY
$190.36 - $240.41 $1.72 Million - $2.18 Million
9,060 Added 287.25%
12,214 $2.41 Million
Q1 2022

May 13, 2022

BUY
$219.86 - $253.39 $293,952 - $338,782
1,337 Added 73.58%
3,154 $750,000
Q4 2021

Feb 11, 2022

BUY
$236.98 - $261.2 $62,088 - $68,434
262 Added 16.85%
1,817 $463,000
Q2 2021

Aug 13, 2021

BUY
$223.23 - $238.25 $39,065 - $41,693
175 Added 12.68%
1,555 $369,000
Q4 2020

Feb 10, 2021

SELL
$176.14 - $208.21 $5,108 - $6,038
-29 Reduced 2.06%
1,380 $285,000
Q3 2020

Nov 13, 2020

SELL
$164.39 - $185.0 $49,316 - $55,500
-300 Reduced 17.55%
1,409 $248,000
Q1 2020

May 05, 2020

SELL
$112.37 - $186.27 $22,474 - $37,254
-200 Reduced 10.48%
1,709 $255,000
Q4 2019

Feb 06, 2020

BUY
$162.13 - $178.73 $309,506 - $341,195
1,909 New
1,909 $340,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


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

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 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 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.