Avidian Wealth Solutions, LLC Vanguard Mid Cap ETF Transaction History

Avidian Wealth Solutions, LLC

  • $2.16 Billion
  • Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 55,541 shares of VO stock, worth $15.4 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
55,541
Previous 56,771 2.17%
Holding current value
$15.4 Million
Previous $15 Million 2.05%
% of portfolio
0.68%
Previous 0.7%

Shares

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

Jan 29, 2025
SELL
$261.5 - $284.63 $321,645 - $350,094
-1,230 Reduced 2.17%
55,541 $14.7 Million
Q3 2024

Oct 30, 2024
SELL
$237.84 - $263.83 $576,048 - $638,996
-2,422 Reduced 4.09%
56,771 $15 Million
Q2 2024

Aug 06, 2024
BUY
$234.99 - $248.98 $1.39 Million - $1.48 Million
5,925 Added 11.12%
59,193 $14.3 Million
Q1 2024

May 03, 2024
SELL
$225.86 - $249.86 $916,314 - $1.01 Million
-4,057 Reduced 7.08%
53,268 $13.3 Million
Q4 2023

Feb 06, 2024
SELL
$195.66 - $233.95 $3.42 Million - $4.09 Million
-17,478 Reduced 23.37%
57,325 $13.3 Million
Q3 2023

Oct 13, 2023
SELL
$206.6 - $228.23 $2.95 Million - $3.25 Million
-14,257 Reduced 16.01%
74,803 $15.6 Million
Q2 2023

Aug 03, 2023
BUY
$203.43 - $220.16 $3.94 Million - $4.27 Million
19,387 Added 27.83%
89,060 $19.6 Million
Q1 2023

May 08, 2023
BUY
$200.2 - $225.98 $13.9 Million - $15.7 Million
69,673 New
69,673 $14.7 Million
Q1 2022

May 10, 2022
SELL
$219.86 - $253.39 $438,840 - $505,766
-1,996 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$236.98 - $261.2 $473,012 - $521,355
1,996 New
1,996 $509,000

Others Institutions Holding VO

# of Institutions
2,178
Shares Held
175M
Call Options Held
52.1K
Put Options Held
93.7K
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 Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, 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 Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email