Canvas Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Canvas Wealth Advisors, LLC

$398 Million
Q1 2025

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 1,521 shares of VO stock, worth $410,289. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,521

Previous 1,412 7.72%

Holding current value

$410,289

Previous $372,000 5.65%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$251.87 - $277.95 $27,453 - $30,296	109 Added 7.72%	1,521 $393,000
Q4 2024 Jan 28, 2025	BUY	$261.5 - $284.63 $8,368 - $9,108	32 Added 2.32%	1,412 $372,000
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

2,351

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

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About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Canvas Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History