Concord Wealth Partners Vanguard Mid Cap ETF Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Concord Wealth Partners holds 299 shares of VO stock, worth $79,022. This represents 0.01% of its overall portfolio holdings.

Number of Shares
299
Previous 297 0.67%
Holding current value
$79,022
Previous $71,000 9.86%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$237.84 - $263.83 $475 - $527
2 Added 0.67%
299 $78,000
Q1 2024

Apr 30, 2024
BUY
$225.86 - $249.86 $225 - $249
1 Added 0.34%
297 $74,000
Q4 2023

Apr 30, 2024
SELL
$195.66 - $233.95 $1,369 - $1,637
-7 Reduced 2.31%
296 $68,000
Q4 2023

Feb 05, 2024
SELL
$195.66 - $233.95 $1,369 - $1,637
-7 Reduced 2.31%
296 $68,000
Q3 2023

Apr 30, 2024
BUY
$206.6 - $228.23 $1,446 - $1,597
7 Added 2.36%
303 $63,000
Q3 2023

Oct 25, 2023
BUY
$206.6 - $228.23 $2,066 - $2,282
10 Added 3.41%
303 $63,000
Q2 2023

Aug 07, 2023
BUY
$203.43 - $220.16 $203 - $220
1 Added 0.34%
293 $64,000
Q1 2023

Apr 26, 2023
SELL
$200.2 - $225.98 $7,607 - $8,587
-38 Reduced 11.52%
292 $61,000
Q4 2022

Jan 27, 2023
BUY
$186.57 - $217.26 $61,568 - $71,695
330 New
330 $67,000
Q2 2022

Aug 04, 2022
BUY
$190.36 - $240.41 $1,522 - $1,923
8 Added 3.98%
209 $41,000
Q1 2022

Apr 20, 2022
BUY
$219.86 - $253.39 $219 - $253
1 Added 0.5%
201 $48,000
Q4 2021

Jan 21, 2022
BUY
$236.98 - $261.2 $40,049 - $44,142
169 Added 545.16%
200 $51,000
Q3 2021

Nov 09, 2021
SELL
$229.88 - $249.8 $1,149 - $1,249
-5 Reduced 13.89%
31 $7,000
Q4 2020

Feb 16, 2021
BUY
$176.14 - $208.21 $6,341 - $7,495
36 New
36 $7,000

Others Institutions Holding VO

# of Institutions
2,092
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
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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