Cassady Schiller Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Cassady Schiller Wealth Management, LLC

  • $268 Million
  • Q4 2024

A detailed history of Cassady Schiller Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 1,296 shares of VO stock, worth $344,450. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,296
Previous 1,302 0.46%
Holding current value
$344,450
Previous $343,000 0.29%
% of portfolio
0.13%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$261.5 - $284.63 $1,569 - $1,707
-6 Reduced 0.46%
1,296 $342,000
Q3 2024

Nov 06, 2024
BUY
$237.84 - $263.83 $35,676 - $39,574
150 Added 13.02%
1,302 $343,000
Q2 2024

Aug 12, 2024
BUY
$234.99 - $248.98 $23,264 - $24,649
99 Added 9.4%
1,152 $278,000
Q1 2024

May 13, 2024
BUY
$225.86 - $249.86 $17,391 - $19,239
77 Added 7.89%
1,053 $263,000
Q4 2023

Feb 09, 2024
BUY
$195.66 - $233.95 $7,630 - $9,124
39 Added 4.16%
976 $227,000
Q3 2023

Nov 09, 2023
BUY
$206.6 - $228.23 $12,396 - $13,693
60 Added 6.84%
937 $195,000
Q2 2023

Aug 10, 2023
BUY
$203.43 - $220.16 $35,396 - $38,307
174 Added 24.75%
877 $193,000
Q1 2023

May 12, 2023
BUY
$200.2 - $225.98 $7,607 - $8,587
38 Added 5.71%
703 $148,000
Q4 2022

May 16, 2023
SELL
$186.57 - $217.26 $14,739 - $17,163
-79 Reduced 11.24%
624 $127,000
Q4 2022

Feb 13, 2023
BUY
$186.57 - $217.26 $124,069 - $144,477
665 New
665 $135,000
Q1 2022

May 12, 2022
SELL
$219.86 - $253.39 $106,192 - $122,387
-483 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$236.98 - $261.2 $114,461 - $126,159
483 New
483 $123,000

Others Institutions Holding VO

# of Institutions
2,295
Shares Held
188M
Call Options Held
55.1K
Put Options Held
17.1K
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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