Epg Wealth Management LLC Vanguard Mid Cap ETF Transaction History

Epg Wealth Management LLC

  • $333 Billion
  • Q2 2025

A detailed history of Epg Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 1,397 shares of VO stock, worth $408,706. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,397
Previous 1,397 -0.0%
Holding current value
$408,706
Previous $361 Million 8.2%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Nov 13, 2024
BUY
$237.84 - $263.83 $332,262 - $368,570
1,397 New
1,397 $369 Million
Q2 2024

Aug 13, 2024
SELL
$234.99 - $248.98 $317,236 - $336,123
-1,350 Closed
0 $0
Q1 2024

May 14, 2024
BUY
$225.86 - $249.86 $21,004 - $23,236
93 Added 7.4%
1,350 $337,000
Q4 2023

Feb 14, 2024
SELL
$195.66 - $233.95 $41,088 - $49,129
-210 Reduced 14.31%
1,257 $292,000
Q3 2023

Nov 13, 2023
BUY
$206.6 - $228.23 $413 - $456
2 Added 0.14%
1,467 $305,000
Q2 2023

Aug 15, 2023
SELL
$203.43 - $220.16 $10,781 - $11,668
-53 Reduced 3.49%
1,465 $322,000
Q1 2023

May 15, 2023
BUY
$200.2 - $225.98 $11,611 - $13,106
58 Added 3.97%
1,518 $320,000
Q4 2022

Feb 14, 2023
BUY
$186.57 - $217.26 $13,059 - $15,208
70 Added 5.04%
1,460 $297,000
Q3 2022

Nov 15, 2022
SELL
$187.98 - $227.42 $3,007 - $3,638
-16 Reduced 1.14%
1,390 $261,000
Q2 2022

Aug 15, 2022
SELL
$190.36 - $240.41 $23,414 - $29,570
-123 Reduced 8.04%
1,406 $277,000
Q1 2022

May 10, 2022
BUY
$219.86 - $253.39 $219 - $253
1 Added 0.07%
1,529 $364,000
Q1 2021

May 10, 2021
BUY
$203.74 - $225.89 $311,314 - $345,159
1,528 New
1,528 $338,000
Q2 2020

Aug 06, 2020
SELL
$124.34 - $175.42 $45,508 - $64,203
-366 Closed
0 $0
Q1 2020

May 05, 2020
SELL
$112.37 - $186.27 $24,609 - $40,793
-219 Reduced 37.44%
366 $48,000
Q4 2019

Feb 14, 2020
BUY
$162.13 - $178.73 $94,846 - $104,557
585 New
585 $104,000

Others Institutions Holding VO

# of Institutions
2,463
Shares Held
212M
Call Options Held
71.5K
Put Options Held
24.9K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

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

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email