Caliber Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Caliber Wealth Management, LLC

  • $188 Million
  • Q1 2024

A detailed history of Caliber Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 26,873 shares of VO stock, worth $6.74 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares
26,873
Previous 25,850 3.96%
Holding current value
$6.74 Million
Previous $6.01 Million 11.66%
% of portfolio
3.57%
Previous 3.53%

Shares

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

Apr 25, 2024
BUY
$225.86 - $249.86 $231,054 - $255,606
1,023 Added 3.96%
26,873 $6.71 Million
Q4 2023

Apr 22, 2024
BUY
$195.66 - $233.95 $65,154 - $77,905
333 Added 1.31%
25,850 $6.01 Million
Q3 2023

Oct 16, 2023
BUY
$206.6 - $228.23 $75,202 - $83,075
364 Added 1.45%
25,517 $5.31 Million
Q2 2023

Jul 27, 2023
BUY
$203.43 - $220.16 $164,778 - $178,329
810 Added 3.33%
25,153 $5.54 Million
Q1 2023

Apr 10, 2023
BUY
$200.2 - $225.98 $386,386 - $436,141
1,930 Added 8.61%
24,343 $5.13 Million
Q4 2022

Jan 24, 2023
SELL
$199.06 - $217.26 $102,714 - $112,106
-516 Reduced 2.25%
22,413 $0
Q3 2022

Oct 17, 2022
BUY
N/A
1,316 Added 6.09%
22,929 $4.31 Million
Q2 2022

Jul 12, 2022
BUY
N/A
1,280 Added 6.3%
21,613 $4.26 Million
Q1 2022

Apr 14, 2022
BUY
N/A
3,796 Added 22.95%
20,333 $4.84 Million
Q4 2021

Jan 20, 2022
BUY
N/A
3,410 Added 25.98%
16,537 $4.04 Million
Q3 2021

Oct 25, 2021
BUY
N/A
487 Added 3.85%
13,127 $3.26 Million
Q2 2021

Jul 22, 2021
BUY
N/A
4,874 Added 62.76%
12,640 $3 Million
Q1 2021

Apr 26, 2021
BUY
N/A
375 Added 5.07%
7,766 $1.72 Million
Q4 2020

Jan 19, 2021
BUY
N/A
7,391 New
7,391 $1.53 Million

Others Institutions Holding VO

# of Institutions
1,963
Shares Held
167M
Call Options Held
224K
Put Options Held
28.5K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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