Cic Wealth, LLC Vanguard Mid Cap ETF Transaction History

Cic Wealth, LLC

$387 Billion
Q3 2024

A detailed history of Cic Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Cic Wealth, LLC holds 783 shares of VO stock, worth $220,680. This represents 0.05% of its overall portfolio holdings.

Number of Shares

783

Holding current value

$220,680

% of portfolio

0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$237.84 - $263.83 $186,228 - $206,578	783 New	783 $207 Million
Q1 2024 Apr 15, 2024	BUY	$225.86 - $249.86 $191,529 - $211,881	848 New	848 $212 Million
Q3 2023 Oct 10, 2023	SELL	$206.6 - $228.23 $7,437 - $8,216	-36 Reduced 2.26%	1,555 $324 Million
Q2 2023 Jul 19, 2023	SELL	$203.43 - $220.16 $4,475 - $4,843	-22 Reduced 1.36%	1,591 $350 Million
Q4 2022 Feb 15, 2023	BUY	$186.57 - $217.26 $300,937 - $350,440	1,613 New	1,613 $329 Million

Others Institutions Holding VO

# of Institutions

2,089

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$6.28 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.53 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$4.08 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.31 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$2.08 Billion
0.14% of portfolio

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cic Wealth, LLC with notifications on news.

Account