A detailed history of Falcon Wealth Planning transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 2,196 shares of VO stock, worth $531,739. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,196
Previous 2,166 1.39%
Holding current value
$531,739
Previous $503,000 8.95%
% of portfolio
0.09%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$225.86 - $249.86 $6,775 - $7,495
30 Added 1.39%
2,196 $548,000
Q4 2023

Jan 10, 2024

BUY
$195.66 - $233.95 $5,087 - $6,082
26 Added 1.21%
2,166 $503,000
Q3 2023

Oct 05, 2023

BUY
$206.6 - $228.23 $245,854 - $271,593
1,190 Added 125.26%
2,140 $445,000
Q2 2023

Jul 13, 2023

BUY
$203.43 - $220.16 $193,258 - $209,152
950 New
950 $209,000
Q1 2022

May 05, 2022

SELL
N/A
-814 Closed
0 $0
Q4 2021

Jan 24, 2022

BUY
N/A
814 New
814 $207,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


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