Beam Wealth Advisors, Inc. Vanguard Mid Cap ETF Transaction History

Beam Wealth Advisors, Inc.

$321 Million
Q2 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 28,475 shares of VO stock, worth $8.41 Million. This represents 2.49% of its overall portfolio holdings.

Number of Shares

28,475

Previous 27,433 3.8%

Holding current value

$8.41 Million

Previous $7.09 Million 12.32%

% of portfolio

2.49%

Previous 2.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$228.54 - $279.83 $238,138 - $291,582	1,042 Added 3.8%	28,475 $7.97 Million
Q1 2025 May 09, 2025	BUY	$251.87 - $277.95 $80,598 - $88,944	320 Added 1.18%	27,433 $7.09 Million
Q4 2024 Feb 06, 2025	BUY	$261.5 - $284.63 $207,892 - $226,280	795 Added 3.02%	27,113 $7.16 Million
Q3 2024 Nov 04, 2024	BUY	$237.84 - $263.83 $1.05 Million - $1.16 Million	4,406 Added 20.11%	26,318 $6.94 Million
Q2 2024 Aug 07, 2024	BUY	$234.99 - $248.98 $5.15 Million - $5.46 Million	21,912 New	21,912 $5.3 Million
Q2 2022 Aug 01, 2022	SELL	$190.36 - $240.41 $170,372 - $215,166	-895 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$219.86 - $253.39 $11,212 - $12,922	51 Added 6.04%	895 $213,000
Q4 2021 Jan 14, 2022	BUY	$236.98 - $261.2 $200,011 - $220,452	844 New	844 $215,000

Others Institutions Holding VO

# of Institutions

2,427

Shares Held

211M

Call Options Held

71.5K

Put Options Held

24.9K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Beam Wealth Advisors, Inc. Vanguard Mid Cap ETF Transaction History