9258 Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

9258 Wealth Management, LLC

$641 Million
Q2 2024

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%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,034

Shares Held

171M

Call Options Held

58.4K

Put Options Held

110K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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9258 Wealth Management, LLC Vanguard Mid Cap ETF Transaction History