Alta Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History

Alta Wealth Advisors LLC

$219 Million
Q3 2024

A detailed history of Alta Wealth Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 1,398 shares of VO stock, worth $376,145. This represents 0.17% of its overall portfolio holdings.

Number of Shares

1,398

Previous 1,392 0.43%

Holding current value

$376,145

Previous $337,000 9.2%

% of portfolio

0.17%

Previous 0.17%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$237.84 - $263.83 $1,427 - $1,582	6 Added 0.43%	1,398 $368,000
Q2 2024 Jul 24, 2024	SELL	$234.99 - $248.98 $27,493 - $29,130	-117 Reduced 7.75%	1,392 $337,000
Q1 2024 May 01, 2024	SELL	$225.86 - $249.86 $6,775 - $7,495	-30 Reduced 1.95%	1,509 $377,000
Q4 2023 Feb 12, 2024	SELL	$195.66 - $233.95 $699,093 - $835,903	-3,573 Reduced 69.89%	1,539 $358,000
Q3 2023 Oct 19, 2023	SELL	$206.6 - $228.23 $7,024 - $7,759	-34 Reduced 0.66%	5,112 $1.06 Million
Q2 2023 Jul 17, 2023	BUY	$203.43 - $220.16 $2,034 - $2,201	10 Added 0.19%	5,146 $1.13 Million
Q1 2023 Apr 21, 2023	BUY	$200.2 - $225.98 $1,401 - $1,581	7 Added 0.14%	5,136 $1.08 Million
Q4 2022 Jan 20, 2023	BUY	$186.57 - $217.26 $24,254 - $28,243	130 Added 2.6%	5,129 $0
Q3 2022 Oct 17, 2022	BUY	$187.98 - $227.42 $1,879 - $2,274	10 Added 0.2%	4,999 $940,000
Q2 2022 Jul 28, 2022	BUY	$190.36 - $240.41 $40,737 - $51,447	214 Added 4.48%	4,989 $980,000
Q1 2022 Apr 27, 2022	SELL	$219.86 - $253.39 $43,312 - $49,917	-197 Reduced 3.96%	4,775 $1.14 Million
Q4 2021 Feb 14, 2022	SELL	$236.98 - $261.2 $1,421 - $1,567	-6 Reduced 0.12%	4,972 $1.27 Million
Q3 2021 Oct 13, 2021	BUY	$229.88 - $249.8 $25,286 - $27,478	110 Added 2.26%	4,978 $1.18 Million
Q2 2021 Aug 02, 2021	BUY	$223.23 - $238.25 $10,491 - $11,197	47 Added 0.97%	4,868 $1.16 Million
Q1 2021 Apr 20, 2021	BUY	$203.74 - $225.89 $41,766 - $46,307	205 Added 4.44%	4,821 $1.07 Million
Q4 2020 Feb 08, 2021	BUY	$176.14 - $208.21 $813,062 - $961,097	4,616 New	4,616 $955,000

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

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Alta Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alta Wealth Advisors LLC with notifications on news.

Account

Alta Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History