Aletheian Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History

Aletheian Wealth Advisors LLC

  • $162 Million
  • Q4 2024

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 1,395 shares of VO stock, worth $366,703. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,395
Previous 1,709 18.37%
Holding current value
$366,703
Previous $450,000 18.22%
% of portfolio
0.23%
Previous 0.28%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,298
Shares Held
188M
Call Options Held
55.1K
Put Options Held
17.1K
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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