Capital Advisors Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Capital Advisors Wealth Management, LLC

$560 Million
Q1 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 9,323 shares of VO stock, worth $2.51 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

9,323

Previous 12,828 27.32%

Holding current value

$2.51 Million

Previous $3.39 Million 28.84%

% of portfolio

0.43%

Previous 0.61%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$251.87 - $277.95 $882,804 - $974,214	-3,505 Reduced 27.32%	9,323 $2.41 Million
Q4 2024 Jan 14, 2025	SELL	$261.5 - $284.63 $78,450 - $85,389	-300 Reduced 2.29%	12,828 $3.39 Million
Q3 2024 Oct 15, 2024	BUY	$237.84 - $263.83 $34,011 - $37,727	143 Added 1.1%	13,128 $3.46 Million
Q2 2024 Jul 16, 2024	BUY	$234.99 - $248.98 $233,815 - $247,735	995 Added 8.3%	12,985 $3.14 Million
Q1 2024 Apr 12, 2024	SELL	$225.86 - $249.86 $892,372 - $987,196	-3,951 Reduced 24.79%	11,990 $3 Million
Q4 2023 Jan 08, 2024	BUY	$195.66 - $233.95 $147,136 - $175,930	752 Added 4.95%	15,941 $3.71 Million
Q3 2023 Oct 10, 2023	BUY	$206.6 - $228.23 $2.76 Million - $3.05 Million	13,349 Added 725.49%	15,189 $3.16 Million
Q2 2023 Jul 11, 2023	BUY	$203.43 - $220.16 $26,242 - $28,400	129 Added 7.54%	1,840 $405,000
Q1 2023 Apr 14, 2023	BUY	$200.2 - $225.98 $342,542 - $386,651	1,711 New	1,711 $360,000

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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Capital Advisors Wealth Management, LLC Vanguard Mid Cap ETF Transaction History