A detailed history of Archetype Wealth Partners transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Archetype Wealth Partners holds 42,860 shares of VO stock, worth $11.9 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
42,860
Previous 43,225 0.84%
Holding current value
$11.9 Million
Previous $10.5 Million 8.06%
% of portfolio
1.64%
Previous 1.69%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$237.84 - $263.83 $86,811 - $96,297
-365 Reduced 0.84%
42,860 $11.3 Million
Q2 2024

Aug 15, 2024

SELL
$234.99 - $248.98 $229,115 - $242,755
-975 Reduced 2.21%
43,225 $10.5 Million
Q1 2024

May 14, 2024

SELL
$225.86 - $249.86 $224,956 - $248,860
-996 Reduced 2.2%
44,200 $11 Million
Q4 2023

Feb 14, 2024

SELL
$195.66 - $233.95 $176,094 - $210,555
-900 Reduced 1.95%
45,196 $10.5 Million
Q3 2023

Nov 13, 2023

SELL
$206.6 - $228.23 $391,300 - $432,267
-1,894 Reduced 3.95%
46,096 $9.6 Million
Q2 2023

Aug 14, 2023

SELL
$203.43 - $220.16 $1.11 Million - $1.2 Million
-5,452 Reduced 10.2%
47,990 $10.6 Million
Q1 2023

May 10, 2023

SELL
$200.2 - $225.98 $1.44 Million - $1.63 Million
-7,209 Reduced 11.89%
53,442 $11.3 Million
Q4 2022

Feb 14, 2023

SELL
$186.57 - $217.26 $291,049 - $338,925
-1,560 Reduced 2.51%
60,651 $12.4 Million
Q3 2022

Nov 14, 2022

SELL
$187.98 - $227.42 $127,638 - $154,418
-679 Reduced 1.08%
62,211 $11.7 Million
Q2 2022

Aug 15, 2022

SELL
$190.36 - $240.41 $4.11 Million - $5.19 Million
-21,590 Reduced 25.56%
62,890 $12.4 Million
Q1 2022

May 12, 2022

BUY
$219.86 - $253.39 $3.37 Million - $3.88 Million
15,308 Added 22.13%
84,480 $20.1 Million
Q4 2021

Feb 14, 2022

BUY
$236.98 - $261.2 $1.22 Million - $1.35 Million
5,157 Added 8.06%
69,172 $17.6 Million
Q3 2021

Nov 12, 2021

BUY
$229.88 - $249.8 $434,243 - $471,872
1,889 Added 3.04%
64,015 $15.2 Million
Q2 2021

Aug 13, 2021

BUY
$223.23 - $238.25 $1.5 Million - $1.61 Million
6,737 Added 12.16%
62,126 $14.7 Million
Q1 2021

Apr 30, 2021

BUY
$203.74 - $225.89 $99,221 - $110,008
487 Added 0.89%
55,389 $12.3 Million
Q4 2020

Feb 12, 2021

BUY
$176.14 - $208.21 $1.7 Million - $2 Million
9,627 Added 21.26%
54,902 $11.4 Million
Q3 2020

Oct 15, 2020

BUY
$164.39 - $185.0 $194,308 - $218,670
1,182 Added 2.68%
45,275 $7.98 Million
Q2 2020

Aug 13, 2020

SELL
$124.34 - $175.42 $994,346 - $1.4 Million
-7,997 Reduced 15.35%
44,093 $7.23 Million
Q1 2020

May 15, 2020

BUY
$112.37 - $186.27 $560,951 - $929,859
4,992 Added 10.6%
52,090 $6.86 Million
Q4 2019

Feb 11, 2020

SELL
$162.13 - $178.73 $127,272 - $140,303
-785 Reduced 1.64%
47,098 $8.39 Million
Q3 2019

Nov 15, 2019

BUY
$166.82 - $169.81 $302,277 - $307,695
1,812 Added 3.93%
47,883 $8.03 Million
Q2 2019

Aug 12, 2019

BUY
N/A
3,729 Added 8.81%
46,071 $7.73 Million
Q1 2019

May 16, 2019

SELL
N/A
-482 Reduced 1.13%
42,342 $6.83 Million
Q4 2018

Feb 28, 2019

BUY
N/A
42,824 New
42,824 $5.92 Million

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Archetype Wealth Partners Portfolio

Follow Archetype Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Archetype Wealth Partners with notifications on news.