Confluence Wealth Services, Inc. Vanguard Mid Cap ETF Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 1,070 shares of VO stock, worth $310,053. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,070
Holding current value
$310,053
% of portfolio
0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$228.54 - $279.83 $244,537 - $299,418
1,070 New
1,070 $299,000
Q2 2024

Jul 31, 2024
SELL
$234.99 - $248.98 $1,644 - $1,742
-7 Reduced 0.53%
1,316 $318,000
Q1 2024

Apr 22, 2024
SELL
$225.86 - $249.86 $492,374 - $544,694
-2,180 Reduced 62.23%
1,323 $330,000
Q4 2023

Jan 25, 2024
BUY
$195.66 - $233.95 $426,538 - $510,011
2,180 Added 164.78%
3,503 $814,000
Q3 2023

Nov 01, 2023
BUY
$206.6 - $228.23 $12,396 - $13,693
60 Added 4.75%
1,323 $275,000
Q1 2023

May 11, 2023
SELL
$200.2 - $225.98 $52,052 - $58,754
-260 Reduced 17.07%
1,263 $266,000
Q4 2022

Feb 10, 2023
BUY
$186.57 - $217.26 $48,508 - $56,487
260 Added 20.59%
1,523 $310,000
Q3 2022

Nov 08, 2022
BUY
$187.98 - $227.42 $7,707 - $9,324
41 Added 3.36%
1,263 $237,000
Q2 2022

Aug 15, 2022
BUY
$190.36 - $240.41 $35,597 - $44,956
187 Added 18.07%
1,222 $272,000
Q4 2021

Feb 10, 2022
BUY
$236.98 - $261.2 $245,274 - $270,342
1,035 New
1,035 $263,000

Others Institutions Holding VO

# of Institutions
2,379
Shares Held
202M
Call Options Held
69.3K
Put Options Held
25.1K
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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