Aletheian Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History

Aletheian Wealth Advisors LLC

$206 Million
Q3 2025

A detailed history of Aletheian Wealth Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 1,366 shares of VO stock, worth $391,946. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,366

Previous 1,395 2.08%

Holding current value

$391,946

Previous $390,000 2.82%

% of portfolio

0.19%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$279.83 - $293.74 $8,115 - $8,518	-29 Reduced 2.08%	1,366 $401,000
Q4 2024 Feb 14, 2025	SELL	$261.5 - $284.63 $82,111 - $89,373	-314 Reduced 18.37%	1,395 $368,000
Q3 2024 Oct 25, 2024	SELL	$237.84 - $263.83 $195,028 - $216,340	-820 Reduced 32.42%	1,709 $450,000
Q2 2024 Jul 26, 2024	SELL	$234.99 - $248.98 $18,094 - $19,171	-77 Reduced 2.95%	2,529 $612,000
Q1 2024 Apr 15, 2024	SELL	$225.86 - $249.86 $9,034 - $9,994	-40 Reduced 1.51%	2,606 $651,000

Q3 2023 Oct 04, 2023	BUY	$206.6 - $228.23 $64,459 - $71,207	312 Added 13.37%	2,646 $551,000
Q2 2023 Jul 13, 2023	SELL	$203.43 - $220.16 $51,264 - $55,480	-252 Reduced 9.74%	2,334 $513,000
Q4 2021 Apr 12, 2022	BUY	$236.98 - $261.2 $612,830 - $675,463	2,586 New	2,586 $659,000

Others Institutions Holding VO

# of Institutions

2,507

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

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About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Aletheian Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History