Financial Advocates Investment Management Vanguard Mid Cap ETF Transaction History

Financial Advocates Investment Management

$1.18 Billion
Q2 2025

A detailed history of Financial Advocates Investment Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Financial Advocates Investment Management holds 9,336 shares of VO stock, worth $2.65 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,336

Previous 8,088 15.43%

Holding current value

$2.65 Million

Previous $2.09 Million 24.92%

% of portfolio

0.22%

Previous 0.15%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$228.54 - $279.83 $285,217 - $349,227	1,248 Added 15.43%	9,336 $2.61 Million
Q1 2025 Apr 28, 2025	SELL	$251.87 - $277.95 $245,825 - $271,279	-976 Reduced 10.77%	8,088 $2.09 Million
Q4 2024 Jan 27, 2025	SELL	$261.5 - $284.63 $407,417 - $443,453	-1,558 Reduced 14.67%	9,064 $2.39 Million
Q3 2024 Oct 25, 2024	BUY	$237.84 - $263.83 $151,741 - $168,323	638 Added 6.39%	10,622 $2.8 Million
Q2 2024 Jul 26, 2024	SELL	$234.99 - $248.98 $60,627 - $64,236	-258 Reduced 2.52%	9,984 $2.42 Million
Q1 2024 May 01, 2024	SELL	$225.86 - $249.86 $168,943 - $186,895	-748 Reduced 6.81%	10,242 $2.56 Million
Q4 2023 Feb 08, 2024	BUY	$195.66 - $233.95 $389,950 - $466,262	1,993 Added 22.15%	10,990 $2.56 Million
Q3 2023 Oct 27, 2023	BUY	$206.6 - $228.23 $89,664 - $99,051	434 Added 5.07%	8,997 $1.87 Million
Q2 2023 Aug 07, 2023	SELL	$203.43 - $220.16 $432,492 - $468,060	-2,126 Reduced 19.89%	8,563 $1.89 Million
Q1 2023 May 11, 2023	SELL	$200.2 - $225.98 $725,725 - $819,177	-3,625 Reduced 25.32%	10,689 $2.25 Million
Q4 2022 Feb 14, 2023	BUY	$186.57 - $217.26 $44,776 - $52,142	240 Added 1.71%	14,314 $2.92 Million
Q3 2022 Nov 14, 2022	BUY	$187.98 - $227.42 $11,842 - $14,327	63 Added 0.45%	14,074 $2.65 Million
Q2 2022 Aug 12, 2022	SELL	$190.36 - $240.41 $237,569 - $300,031	-1,248 Reduced 8.18%	14,011 $2.76 Million
Q1 2022 May 11, 2022	BUY	$219.86 - $253.39 $303,186 - $349,424	1,379 Added 9.94%	15,259 $3.63 Million
Q4 2021 Feb 14, 2022	SELL	$236.98 - $261.2 $29,859 - $32,911	-126 Reduced 0.9%	13,880 $3.54 Million
Q3 2021 Nov 04, 2021	BUY	$229.88 - $249.8 $18,620 - $20,233	81 Added 0.58%	14,006 $3.32 Million
Q2 2021 Aug 03, 2021	SELL	$223.23 - $238.25 $1.29 Million - $1.37 Million	-5,768 Reduced 29.29%	13,925 $3.31 Million
Q1 2021 May 10, 2021	SELL	$203.74 - $225.89 $426,427 - $472,787	-2,093 Reduced 9.61%	19,693 $4.36 Million
Q4 2020 Feb 12, 2021	SELL	$176.14 - $208.21 $10,920 - $12,909	-62 Reduced 0.28%	21,786 $4.5 Million
Q3 2020 Nov 04, 2020	SELL	$164.39 - $185.0 $814,552 - $916,675	-4,955 Reduced 18.49%	21,848 $3.85 Million
Q2 2020 Aug 14, 2020	BUY	$124.34 - $175.42 $138,141 - $194,891	1,111 Added 4.32%	26,803 $4.15 Million
Q1 2020 Apr 29, 2020	BUY	$112.37 - $186.27 $31,575 - $52,341	281 Added 1.11%	25,692 $3.38 Million
Q4 2019 Feb 13, 2020	BUY	$162.13 - $178.73 $535,353 - $590,166	3,302 Added 14.94%	25,411 $4.53 Million
Q3 2019 Nov 13, 2019	SELL	$166.82 - $169.81 $1.66 Million - $1.69 Million	-9,934 Reduced 31.0%	22,109 $3.71 Million
Q2 2019 Aug 08, 2019	SELL	N/A	-674 Reduced 2.06%	32,043 $5.36 Million
Q1 2019 May 16, 2019	SELL	N/A	-130 Reduced 0.4%	32,717 $5.26 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-445 Reduced 1.34%	32,847 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-93 Reduced 0.28%	33,292 $0
Q2 2018 Aug 09, 2018	SELL	N/A	-786 Reduced 2.3%	33,385 $5.27 Million
Q1 2018 May 11, 2018	BUY	N/A	3,236 Added 10.46%	34,171 $5.27 Million
Q4 2017 Feb 15, 2018	BUY	N/A	30,935	30,935 $4.79 Million

Others Institutions Holding VO

# of Institutions

2,405

Shares Held

208M

Call Options Held

69.3K

Put Options Held

25.1K

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Financial Advocates Investment Management Vanguard Mid Cap ETF Transaction History