Altium Wealth Management LLC Vanguard Mid Cap ETF Transaction History

Altium Wealth Management LLC

$1.39 Billion
Q2 2022

A detailed history of Altium Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Altium Wealth Management LLC holds 193,233 shares of VO stock, worth $54.5 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares

193,233

Previous 163,658 18.07%

Holding current value

$54.5 Million

Previous $38.9 Million 2.22%

% of portfolio

2.74%

Previous 2.51%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	BUY	$190.36 - $240.41 $5.63 Million - $7.11 Million	29,575 Added 18.07%	193,233 $38.1 Million
Q1 2022 May 16, 2022	BUY	$219.86 - $253.39 $2.38 Million - $2.75 Million	10,834 Added 7.09%	163,658 $38.9 Million
Q4 2021 Jan 31, 2022	BUY	$236.98 - $261.2 $119,200 - $131,383	503 Added 0.33%	152,824 $38.9 Million
Q3 2021 Nov 15, 2021	BUY	$229.88 - $249.8 $26,436 - $28,727	115 Added 0.08%	152,321 $36.1 Million
Q2 2021 Aug 13, 2021	BUY	$223.23 - $238.25 $183,048 - $195,365	820 Added 0.54%	152,206 $36.1 Million
Q1 2021 May 06, 2021	SELL	$203.74 - $225.89 $416,240 - $461,493	-2,043 Reduced 1.33%	151,386 $33.5 Million
Q4 2020 Feb 04, 2021	SELL	$176.14 - $208.21 $66,933 - $79,119	-380 Reduced 0.25%	153,429 $31.7 Million
Q3 2020 Oct 26, 2020	SELL	$164.39 - $185.0 $217,652 - $244,940	-1,324 Reduced 0.85%	153,809 $27.1 Million
Q2 2020 Jul 31, 2020	BUY	$124.34 - $175.42 $1.98 Million - $2.79 Million	15,920 Added 11.44%	155,133 $25.4 Million
Q1 2020 Apr 23, 2020	BUY	$112.37 - $186.27 $7 Million - $11.6 Million	62,252 Added 80.89%	139,213 $18.3 Million
Q4 2019 Jan 17, 2020	SELL	$162.13 - $178.73 $117,382 - $129,400	-724 Reduced 0.93%	76,961 $13.7 Million
Q3 2019 Nov 12, 2019	BUY	$166.82 - $169.81 $553,341 - $563,259	3,317 Added 4.46%	77,685 $13 Million
Q2 2019 Jul 18, 2019	BUY	N/A	1,143 Added 1.56%	74,368 $12.4 Million
Q1 2019 Apr 26, 2019	SELL	N/A	-813 Reduced 1.1%	73,225 $11.8 Million
Q4 2018 Jan 18, 2019	BUY	N/A	67,153 Added 975.35%	74,038 $10.2 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-3,138 Reduced 31.31%	6,885 $1.13 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-1,807 Reduced 15.27%	10,023 $1.58 Million
Q1 2018 Jun 06, 2018	BUY	N/A	161 Added 1.38%	11,830 $1.82 Million
Q4 2017 Jun 01, 2018	BUY	N/A	11,669	11,669 $1.81 Million

Others Institutions Holding VO

# of Institutions

2,089

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

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Altium Wealth Management LLC Vanguard Mid Cap ETF Transaction History