Core Wealth Advisors, Inc. Vanguard Mid Cap ETF Transaction History

Core Wealth Advisors, Inc.

$301 Million
Q4 2024

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 50,784 shares of VO stock, worth $14 Million. This represents 4.45% of its overall portfolio holdings.

Number of Shares

50,784

Previous 51,834 2.03%

Holding current value

$14 Million

Previous $13.7 Million 1.92%

% of portfolio

4.45%

Previous 4.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$261.5 - $284.63 $274,575 - $298,861	-1,050 Reduced 2.03%	50,784 $13.4 Million
Q3 2024 Nov 13, 2024	BUY	$237.84 - $263.83 $146,509 - $162,519	616 Added 1.2%	51,834 $13.7 Million
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

# of Institutions

2,268

Shares Held

187M

Call Options Held

55.1K

Put Options Held

13.3K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Core Wealth Advisors, Inc. Vanguard Mid Cap ETF Transaction History