A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 33,230 shares of VO stock, worth $9.11 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
33,230
Previous 30,720 8.17%
Holding current value
$9.11 Million
Previous $8.17 Billion 6.9%
% of portfolio
0.68%
Previous 0.79%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025

BUY
$261.5 - $284.63 $656,365 - $714,421
2,510 Added 8.17%
33,230 $8.73 Billion
Q3 2024

Oct 25, 2024

BUY
$237.84 - $263.83 $421,928 - $468,034
1,774 Added 6.13%
30,720 $8.17 Billion
Q2 2024

Aug 08, 2024

BUY
$234.99 - $248.98 $6.8 Million - $7.21 Million
28,946 New
28,946 $6.88 Billion

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


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

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC 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 Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.