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 $211,214. This represents 0.05% of its overall portfolio holdings.

Number of Shares

783

Holding current value

$211,214

% 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

2,351

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

Wells Fargo & Company San Francisco, CA

24M
Shares

$6.46 Billion
1.45% of portfolio
Jones Financial Companies Lllp

18.4M
Shares

$4.95 Billion
4.27% of portfolio
Bank Of America Corp Charlotte, NC

16.6M
Shares

$4.48 Billion
0.35% of portfolio
Creative Planning Overland Park, KS

8.21M
Shares

$2.22 Billion
2.0% of portfolio
Morgan Stanley New York, NY

8.03M
Shares

$2.17 Billion
0.15% of portfolio

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

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