Aj Wealth Strategies, LLC Vanguard Mid Cap ETF Transaction History

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023

A detailed history of Aj Wealth Strategies, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 88,300 shares of VO stock, worth $23.8 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
88,300
Previous 92,752 4.8%
Holding current value
$23.8 Million
Previous $19.6 Million 0.63%
% of portfolio
0.94%
Previous 1.02%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
SELL
$203.43 - $220.16 $905,670 - $980,152
-4,452 Reduced 4.8%
88,300 $19.4 Million
Q1 2023

Apr 28, 2023
SELL
$200.2 - $225.98 $589,989 - $665,963
-2,947 Reduced 3.08%
92,752 $19.6 Million
Q4 2022

Jan 25, 2023
SELL
$186.57 - $217.26 $5.28 Million - $6.14 Million
-28,275 Reduced 22.81%
95,699 $19.5 Million
Q3 2022

Oct 27, 2022
SELL
$187.98 - $227.42 $819,216 - $991,096
-4,358 Reduced 3.4%
123,974 $23.3 Million
Q2 2022

Aug 04, 2022
BUY
$190.36 - $240.41 $12.4 Million - $15.7 Million
65,398 Added 103.92%
128,332 $25.3 Million
Q1 2022

May 13, 2022
BUY
$219.86 - $253.39 $12.8 Million - $14.7 Million
58,112 Added 1205.14%
62,934 $15 Million
Q3 2021

Oct 20, 2021
BUY
$229.88 - $249.8 $59,309 - $64,448
258 Added 5.65%
4,822 $1.14 Million
Q2 2021

Aug 16, 2021
BUY
$223.23 - $238.25 $55,807 - $59,562
250 Added 5.8%
4,564 $1.08 Million
Q1 2021

May 06, 2021
BUY
$203.74 - $225.89 $86,996 - $96,455
427 Added 10.99%
4,314 $955,000
Q4 2020

Feb 16, 2021
BUY
$176.14 - $208.21 $4,403 - $5,205
25 Added 0.65%
3,887 $804,000
Q2 2020

Aug 14, 2020
BUY
$124.34 - $175.42 $260,119 - $366,978
2,092 Added 118.19%
3,862 $633,000
Q1 2020

May 15, 2020
SELL
$112.37 - $186.27 $12.1 Million - $20 Million
-107,582 Reduced 98.38%
1,770 $233,000
Q4 2019

Feb 14, 2020
BUY
$162.13 - $178.73 $29,345 - $32,350
181 Added 0.17%
109,352 $19.5 Million
Q3 2019

Nov 26, 2019
BUY
$166.82 - $169.81 $851,949 - $867,219
5,107 Added 4.91%
109,171 $18.3 Million
Q2 2019

Aug 19, 2019
BUY
N/A
1,151 Added 1.12%
104,064 $17.4 Million
Q1 2019

May 13, 2019
BUY
N/A
3,888 Added 3.93%
102,913 $16.5 Million
Q4 2018

Feb 14, 2019
BUY
N/A
90,620 Added 1078.17%
99,025 $13.7 Million
Q3 2018

Nov 15, 2018
SELL
N/A
-955 Reduced 10.2%
8,405 $1.38 Million
Q2 2018

Jul 19, 2018
BUY
N/A
2 Added 0.02%
9,360 $1.48 Million
Q1 2018

Jul 19, 2018
BUY
N/A
586 Added 6.68%
9,358 $1.44 Million
Q4 2017

Jul 19, 2018
BUY
N/A
4 Added 0.05%
8,772 $1.36 Million
Q2 2017

Jul 19, 2018
SELL
N/A
-462 Reduced 5.01%
8,768 $1.25 Million
Q4 2016

Jul 19, 2018
BUY
N/A
9,230
9,230 $1.22 Million

Others Institutions Holding VO

# of Institutions
2,092
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Aj Wealth Strategies, LLC Portfolio

Follow Aj Wealth Strategies, 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 Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email