Canvas Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Canvas Wealth Advisors, LLC

  • $355 Million
  • Q3 2024

A detailed history of Canvas Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 1,380 shares of VO stock, worth $364,720. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,380
Previous 1,676 17.66%
Holding current value
$364,720
Previous $405,000 10.12%
% of portfolio
0.1%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$237.84 - $263.83 $70,400 - $78,093
-296 Reduced 17.66%
1,380 $364,000
Q2 2024

Aug 01, 2024
BUY
$234.99 - $248.98 $393,843 - $417,290
1,676 New
1,676 $405,000
Q3 2023

Oct 24, 2023
SELL
$206.6 - $228.23 $2,479 - $2,738
-12 Reduced 1.0%
1,183 $246,000
Q2 2023

Jul 25, 2023
SELL
$203.43 - $220.16 $704,071 - $761,973
-3,461 Reduced 74.33%
1,195 $263,000
Q1 2023

Apr 28, 2023
BUY
$200.2 - $225.98 $562,361 - $634,777
2,809 Added 152.08%
4,656 $982,000
Q4 2022

Jan 23, 2023
BUY
$186.57 - $217.26 $344,594 - $401,279
1,847 New
1,847 $0

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

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Canvas Wealth Advisors, LLC Portfolio

Follow Canvas Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Canvas Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Canvas Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email