Badgley Phelps Wealth Managers, LLC Vanguard Mid Cap ETF Transaction History

Badgley Phelps Wealth Managers, LLC

$4.25 Billion
Q3 2024

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 12,811 shares of VO stock, worth $3.5 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

12,811

Previous 12,163 5.33%

Holding current value

$3.5 Million

Previous $2.94 Million 14.78%

% of portfolio

0.08%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$237.84 - $263.83 $154,120 - $170,961	648 Added 5.33%	12,811 $3.38 Million
Q2 2024 Aug 13, 2024	SELL	$234.99 - $248.98 $1,879 - $1,991	-8 Reduced 0.07%	12,163 $2.94 Million
Q1 2024 May 15, 2024	SELL	$225.86 - $249.86 $133,257 - $147,417	-590 Reduced 4.62%	12,171 $3.04 Million
Q4 2023 Feb 14, 2024	BUY	$195.66 - $233.95 $798,879 - $955,217	4,083 Added 47.05%	12,761 $2.97 Million
Q3 2023 Nov 02, 2023	BUY	$206.6 - $228.23 $5,165 - $5,705	25 Added 0.29%	8,678 $1.81 Million
Q2 2023 Aug 14, 2023	SELL	$203.43 - $220.16 $10,171 - $11,008	-50 Reduced 0.57%	8,653 $1.91 Million
Q1 2023 Apr 28, 2023	BUY	$200.2 - $225.98 $41,841 - $47,229	209 Added 2.46%	8,703 $1.84 Million
Q4 2022 Jan 27, 2023	BUY	$186.57 - $217.26 $1.37 Million - $1.59 Million	7,330 Added 629.73%	8,494 $0
Q3 2022 Nov 09, 2022	SELL	$187.98 - $227.42 $39,663 - $47,985	-211 Reduced 15.35%	1,164 $219,000
Q2 2022 Aug 01, 2022	BUY	$190.36 - $240.41 $63,199 - $79,816	332 Added 31.83%	1,375 $271,000
Q4 2021 Feb 08, 2022	SELL	$236.98 - $261.2 $16,588 - $18,284	-70 Reduced 6.29%	1,043 $266,000
Q3 2021 Nov 29, 2021	BUY	$229.88 - $249.8 $255,856 - $278,027	1,113 New	1,113 $263,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Industry ETFs

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Badgley Phelps Wealth Managers, LLC Vanguard Mid Cap ETF Transaction History