Cfs Investment Advisory Services, LLC Vanguard Mid Cap ETF Transaction History

Cfs Investment Advisory Services, LLC

$1.12 Billion
Q1 2025

A detailed history of Cfs Investment Advisory Services, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 4,128 shares of VO stock, worth $1.19 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,128

Previous 3,093 33.46%

Holding current value

$1.19 Million

Previous $817,000 30.72%

% of portfolio

0.1%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$251.87 - $277.95 $260,685 - $287,678	1,035 Added 33.46%	4,128 $1.07 Million
Q4 2024 Jan 21, 2025	BUY	$261.5 - $284.63 $73,743 - $80,265	282 Added 10.03%	3,093 $817,000
Q3 2024 Nov 12, 2024	SELL	$237.84 - $263.83 $679,033 - $753,234	-2,855 Reduced 50.39%	2,811 $742,000
Q2 2024 Aug 13, 2024	BUY	$234.99 - $248.98 $1.33 Million - $1.41 Million	5,666 New	5,666 $1.38 Million
Q3 2023 Nov 14, 2023	SELL	$206.6 - $228.23 $619 - $684	-3 Reduced 0.22%	1,337 $278,000
Q2 2023 Jul 21, 2023	SELL	$203.43 - $220.16 $406 - $440	-2 Reduced 0.15%	1,340 $295,000
Q1 2023 May 05, 2023	BUY	$200.2 - $225.98 $268,668 - $303,265	1,342 New	1,342 $283,000
Q2 2022 Aug 16, 2022	SELL	$190.36 - $240.41 $10.8 Million - $13.6 Million	-56,606 Closed	0 $0
Q1 2022 May 27, 2022	BUY	$219.86 - $253.39 $12.4 Million - $14.3 Million	56,606 New	56,606 $0

Others Institutions Holding VO

# of Institutions

2,392

Shares Held

203M

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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Cfs Investment Advisory Services, LLC Vanguard Mid Cap ETF Transaction History