Consilio Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Consilio Wealth Advisors, LLC

$244 Million
Q4 2024

A detailed history of Consilio Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 50,703 shares of VO stock, worth $14 Million. This represents 5.49% of its overall portfolio holdings.

Number of Shares

50,703

Previous 51,184 0.94%

Holding current value

$14 Million

Previous $13.5 Million 0.82%

% of portfolio

5.49%

Previous 5.58%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$261.5 - $284.63 $125,781 - $136,907	-481 Reduced 0.94%	50,703 $13.4 Million
Q3 2024 Oct 07, 2024	SELL	$237.84 - $263.83 $102,984 - $114,238	-433 Reduced 0.84%	51,184 $13.5 Million
Q2 2024 Jul 12, 2024	SELL	$234.99 - $248.98 $10.4 Million - $11 Million	-44,115 Reduced 46.08%	51,617 $12.5 Million
Q1 2024 Apr 18, 2024	SELL	$225.86 - $249.86 $165,329 - $182,897	-732 Reduced 0.76%	95,732 $23.9 Million
Q4 2023 Jan 11, 2024	SELL	$195.66 - $233.95 $544,521 - $651,082	-2,783 Reduced 2.8%	96,464 $22.4 Million
Q3 2023 Oct 11, 2023	BUY	$206.6 - $228.23 $484,477 - $535,199	2,345 Added 2.42%	99,247 $20.7 Million
Q2 2023 Jul 13, 2023	BUY	$203.43 - $220.16 $6.72 Million - $7.28 Million	33,050 Added 51.76%	96,902 $21.3 Million
Q1 2023 Apr 06, 2023	SELL	$200.2 - $225.98 $411,010 - $463,936	-2,053 Reduced 3.12%	63,852 $13.5 Million
Q4 2022 Jan 25, 2023	BUY	$186.57 - $217.26 $1.5 Million - $1.74 Million	8,022 Added 13.86%	65,905 $0
Q3 2022 Oct 20, 2022	BUY	$187.98 - $227.42 $625,221 - $756,398	3,326 Added 6.1%	57,883 $10.9 Million
Q2 2022 Jul 27, 2022	BUY	$190.36 - $240.41 $170,372 - $215,166	895 Added 1.67%	54,557 $10.7 Million
Q1 2022 May 16, 2022	SELL	$219.86 - $253.39 $691,459 - $796,911	-3,145 Reduced 5.54%	53,662 $12.8 Million
Q4 2021 Feb 14, 2022	BUY	$236.98 - $261.2 $13.5 Million - $14.8 Million	56,807 New	56,807 $14.5 Million

Others Institutions Holding VO

# of Institutions

2,149

Shares Held

174M

Call Options Held

52.1K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Consilio Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History