A detailed history of Avitas Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Avitas Wealth Management LLC holds 1,397 shares of VO stock, worth $338,269. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,397
Previous 1,410 0.92%
Holding current value
$338,269
Previous $328,000 6.4%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

SELL
$225.86 - $249.86 $2,936 - $3,248
-13 Reduced 0.92%
1,397 $349,000
Q4 2023

Jan 24, 2024

BUY
$195.66 - $233.95 $4,891 - $5,848
25 Added 1.81%
1,410 $328,000
Q3 2023

Nov 02, 2023

BUY
$206.6 - $228.23 $286,141 - $316,098
1,385 New
1,385 $288,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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