Acorn Financial Advisory Services Inc Vanguard Mid Cap ETF Transaction History

Acorn Financial Advisory Services Inc

$508 Million
Q3 2024

A detailed history of Acorn Financial Advisory Services Inc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 20,513 shares of VO stock, worth $5.42 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

20,513

Previous 20,617 0.5%

Holding current value

$5.42 Million

Previous $4.99 Million 8.42%

% of portfolio

1.06%

Previous 1.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$237.84 - $263.83 $24,735 - $27,438	-104 Reduced 0.5%	20,513 $5.41 Million
Q2 2024 Aug 01, 2024	BUY	$234.99 - $248.98 $397,368 - $421,025	1,691 Added 8.93%	20,617 $4.99 Million
Q1 2024 May 08, 2024	SELL	$225.86 - $249.86 $1.26 Million - $1.39 Million	-5,570 Reduced 22.74%	18,926 $4.73 Million
Q4 2023 Jan 17, 2024	SELL	$195.66 - $233.95 $1.14 Million - $1.36 Million	-5,830 Reduced 19.22%	24,496 $5.7 Million
Q3 2023 Oct 10, 2023	SELL	$206.6 - $228.23 $29.5 Million - $32.6 Million	-142,843 Reduced 82.49%	30,326 $6.32 Million
Q2 2023 Jul 20, 2023	BUY	$203.43 - $220.16 $168,846 - $182,732	830 Added 0.48%	173,169 $38.1 Million
Q1 2023 Apr 26, 2023	SELL	$200.2 - $225.98 $71,271 - $80,448	-356 Reduced 0.21%	172,339 $36.3 Million
Q4 2022 Jan 20, 2023	BUY	$186.57 - $217.26 $1.68 Million - $1.96 Million	9,010 Added 5.5%	172,695 $0
Q3 2022 Oct 12, 2022	BUY	$187.98 - $227.42 $1.3 Million - $1.57 Million	6,904 Added 4.4%	163,685 $30.8 Million
Q2 2022 Jul 12, 2022	BUY	$190.36 - $240.41 $1.21 Million - $1.52 Million	6,332 Added 4.21%	156,781 $30.9 Million
Q1 2022 Apr 18, 2022	BUY	$219.86 - $253.39 $804,687 - $927,407	3,660 Added 2.49%	150,449 $35.8 Million
Q4 2021 Jan 31, 2022	BUY	$236.98 - $261.2 $29.3 Million - $32.3 Million	123,787 Added 538.16%	146,789 $37.4 Million
Q3 2021 Nov 15, 2021	SELL	$229.88 - $249.8 $57,470 - $62,450	-250 Reduced 1.08%	23,002 $5.45 Million
Q2 2021 Jul 23, 2021	BUY	$223.23 - $238.25 $1.23 Million - $1.31 Million	5,517 Added 31.11%	23,252 $5.52 Million
Q1 2021 Apr 12, 2021	BUY	$203.74 - $225.89 $429,280 - $475,950	2,107 Added 13.48%	17,735 $3.93 Million
Q4 2020 Jan 25, 2021	BUY	$176.14 - $208.21 $868,370 - $1.03 Million	4,930 Added 46.08%	15,628 $3.23 Million
Q3 2020 Oct 15, 2020	BUY	$164.39 - $185.0 $984,531 - $1.11 Million	5,989 Added 127.18%	10,698 $1.89 Million
Q2 2020 Jul 10, 2020	BUY	$124.34 - $175.42 $585,517 - $826,052	4,709 New	4,709 $771,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

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Acorn Financial Advisory Services Inc Vanguard Mid Cap ETF Transaction History