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 $52 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares
193,233
Previous 163,658 18.07%
Holding current value
$52 Million
Previous $38.9 Million 2.22%
% of portfolio
2.74%
Previous 2.51%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
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More about VO
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