Bordeaux Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History

Bordeaux Wealth Advisors LLC

$538 Million
Q1 2025

A detailed history of Bordeaux Wealth Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 1,243 shares of VO stock, worth $335,808. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,243

Previous 1,179 5.43%

Holding current value

$335,808

Previous $311,000 3.22%

% of portfolio

0.06%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$251.87 - $277.95 $16,119 - $17,788	64 Added 5.43%	1,243 $321,000
Q4 2024 Jan 30, 2025	SELL	$261.5 - $284.63 $118,721 - $129,222	-454 Reduced 27.8%	1,179 $311,000
Q3 2024 Nov 04, 2024	BUY	$237.84 - $263.83 $107,979 - $119,778	454 Added 38.51%	1,633 $430,000
Q2 2024 Aug 02, 2024	SELL	$234.99 - $248.98 $77,076 - $81,665	-328 Reduced 21.77%	1,179 $285,000
Q1 2024 Apr 29, 2024	BUY	$225.86 - $249.86 $74,082 - $81,954	328 Added 27.82%	1,507 $376,000
Q1 2023 May 04, 2023	BUY	$200.2 - $225.98 $236,035 - $266,430	1,179 New	1,179 $248,000
Q2 2022 Jul 28, 2022	SELL	$190.36 - $240.41 $225,005 - $284,164	-1,182 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$219.86 - $253.39 $259,874 - $299,506	1,182 New	1,182 $281,000

Others Institutions Holding VO

# of Institutions

2,351

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Bordeaux Wealth Advisors LLC Vanguard Mid Cap ETF Transaction History