A detailed history of Core Wealth Advisors, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 51,218 shares of VO stock, worth $13.5 Million. This represents 4.26% of its overall portfolio holdings.

Number of Shares
51,218
Previous 53,586 4.42%
Holding current value
$13.5 Million
Previous $13.4 Million 7.39%
% of portfolio
4.26%
Previous 4.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

SELL
$234.99 - $248.98 $556,456 - $589,584
-2,368 Reduced 4.42%
51,218 $12.4 Million
Q1 2024

May 15, 2024

BUY
$225.86 - $249.86 $725,236 - $802,300
3,211 Added 6.37%
53,586 $13.4 Million
Q4 2023

Feb 14, 2024

BUY
$195.66 - $233.95 $388,189 - $464,156
1,984 Added 4.1%
50,375 $11.7 Million
Q3 2023

Nov 13, 2023

BUY
$206.6 - $228.23 $10 Million - $11 Million
48,391 New
48,391 $10.1 Million
Q2 2022

Aug 12, 2022

BUY
$190.36 - $240.41 $29,886 - $37,744
157 New
157 $31,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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