Avaii Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Avaii Wealth Management, LLC

  • $182 Million
  • Q4 2024

A detailed history of Avaii Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 1,306 shares of VO stock, worth $343,425. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,306
Previous 1,346 2.97%
Holding current value
$343,425
Previous $355,000 3.1%
% of portfolio
0.19%
Previous 0.2%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$261.5 - $284.63 $10,460 - $11,385
-40 Reduced 2.97%
1,306 $344,000
Q3 2024

Oct 16, 2024
SELL
$237.84 - $263.83 $1,427 - $1,582
-6 Reduced 0.44%
1,346 $355,000
Q1 2024

Apr 29, 2024
SELL
$225.86 - $249.86 $677 - $749
-3 Reduced 0.22%
1,352 $337,000
Q2 2023

Jul 31, 2023
SELL
$203.43 - $220.16 $2,848 - $3,082
-14 Reduced 1.02%
1,355 $298,000
Q1 2023

Apr 10, 2023
SELL
$200.2 - $225.98 $1,001 - $1,129
-5 Reduced 0.36%
1,369 $288,000
Q1 2022

Apr 14, 2022
BUY
$219.86 - $253.39 $4,177 - $4,814
19 Added 1.4%
1,374 $327,000
Q4 2021

Feb 14, 2022
BUY
$236.98 - $261.2 $321,107 - $353,926
1,355 New
1,355 $345,000

Others Institutions Holding VO

# of Institutions
2,295
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
Track This Portfolio

Track Avaii Wealth Management, LLC Portfolio

Follow Avaii Wealth Management, LLC 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 Avaii Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avaii Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email