Accretive Wealth Partners, LLC Vanguard Mid Cap ETF Transaction History

Accretive Wealth Partners, LLC

  • $236 Million
  • Q2 2024

A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 1,450 shares of VO stock, worth $374,854. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,450
Previous 1,355 7.01%
Holding current value
$374,854
Previous $338,000 3.85%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Aug 05, 2024
BUY
$234.99 - $248.98 $22,324 - $23,653
95 Added 7.01%
1,450 $351,000
Q1 2024

May 06, 2024
BUY
$225.86 - $249.86 $14,003 - $15,491
62 Added 4.8%
1,355 $338,000
Q3 2023

Nov 06, 2023
SELL
$206.6 - $228.23 $4,545 - $5,021
-22 Reduced 1.67%
1,293 $269,000
Q2 2022

Aug 12, 2022
BUY
$190.36 - $240.41 $69,100 - $87,268
363 Added 38.13%
1,315 $259,000
Q3 2021

Nov 12, 2021
SELL
$229.88 - $249.8 $36,780 - $39,968
-160 Reduced 14.39%
952 $225,000
Q2 2021

Aug 13, 2021
BUY
$223.23 - $238.25 $248,231 - $264,934
1,112 New
1,112 $264,000

Others Institutions Holding VO

# of Institutions
2,016
Shares Held
171M
Call Options Held
58.4K
Put Options Held
26K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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