A detailed history of Dakota Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Dakota Wealth Management holds 29,588 shares of VO stock, worth $7.87 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
29,588
Previous 30,195 2.01%
Holding current value
$7.87 Million
Previous $7.31 Million 6.79%
% of portfolio
0.18%
Previous 0.17%

Shares

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

Oct 23, 2024

SELL
$237.84 - $263.83 $144,368 - $160,144
-607 Reduced 2.01%
29,588 $7.81 Million
Q2 2024

Jul 19, 2024

SELL
$234.99 - $248.98 $1.03 Million - $1.09 Million
-4,396 Reduced 12.71%
30,195 $7.31 Million
Q1 2024

Apr 24, 2024

BUY
$225.86 - $249.86 $338,112 - $374,040
1,497 Added 4.52%
34,591 $8.64 Million
Q4 2023

Jan 30, 2024

BUY
$195.66 - $233.95 $199,964 - $239,096
1,022 Added 3.19%
33,094 $7.7 Million
Q3 2023

Oct 23, 2023

BUY
$206.6 - $228.23 $6.31 Million - $6.97 Million
30,555 Added 2014.17%
32,072 $6.68 Million
Q2 2023

Jul 31, 2023

BUY
$203.43 - $220.16 $308,603 - $333,982
1,517 New
1,517 $333,000
Q3 2022

Nov 10, 2022

SELL
$187.98 - $227.42 $64,665 - $78,232
-344 Reduced 13.52%
2,200 $414,000
Q2 2022

Aug 05, 2022

BUY
$190.36 - $240.41 $231,477 - $292,338
1,216 Added 91.57%
2,544 $501,000
Q1 2022

May 13, 2022

SELL
$219.86 - $253.39 $100,476 - $115,799
-457 Reduced 25.6%
1,328 $316,000
Q4 2021

Feb 10, 2022

BUY
$236.98 - $261.2 $423,009 - $466,242
1,785 New
1,785 $455,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Dakota Wealth Management Portfolio

Follow Dakota Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.