Founders Financial Alliance, LLC Vanguard Mid Cap ETF Transaction History

Founders Financial Alliance, LLC

$352 Million
Q3 2024

A detailed history of Founders Financial Alliance, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 1,385 shares of VO stock, worth $378,852. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,385

Previous 1,467 5.59%

Holding current value

$378,852

Previous $355,000 2.82%

% of portfolio

0.1%

Previous 0.11%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$237.84 - $263.83 $19,502 - $21,634	-82 Reduced 5.59%	1,385 $365,000
Q2 2024 Aug 23, 2024	SELL	$234.99 - $248.98 $8,694 - $9,212	-37 Reduced 2.46%	1,467 $355,000
Q1 2024 May 14, 2024	BUY	$225.86 - $249.86 $39,977 - $44,225	177 Added 13.34%	1,504 $375,000
Q4 2023 Feb 09, 2024	BUY	$195.66 - $233.95 $391 - $467	2 Added 0.15%	1,327 $308,000
Q3 2023 Nov 13, 2023	BUY	$206.6 - $228.23 $6,198 - $6,846	30 Added 2.32%	1,325 $275,000
Q2 2023 Aug 11, 2023	BUY	$203.43 - $220.16 $133,653 - $144,645	657 Added 102.98%	1,295 $285,000
Q1 2023 May 15, 2023	SELL	$200.2 - $225.98 $139,339 - $157,282	-696 Reduced 52.17%	638 $134,000
Q4 2022 Feb 15, 2023	BUY	$186.57 - $217.26 $1,305 - $1,520	7 Added 0.53%	1,334 $271,000
Q3 2022 Nov 14, 2022	BUY	$187.98 - $227.42 $21,429 - $25,925	114 Added 9.4%	1,327 $249,000
Q2 2022 Aug 15, 2022	SELL	$190.36 - $240.41 $21,129 - $26,685	-111 Reduced 8.38%	1,213 $239,000
Q1 2022 May 12, 2022	BUY	$219.86 - $253.39 $3,297 - $3,800	15 Added 1.15%	1,324 $315,000
Q3 2021 Nov 15, 2021	BUY	$229.88 - $249.8 $3,448 - $3,747	15 Added 1.16%	1,309 $309,000
Q2 2021 Aug 02, 2021	BUY	$223.23 - $238.25 $892 - $953	4 Added 0.31%	1,294 $307,000
Q1 2021 May 14, 2021	BUY	$203.74 - $225.89 $407 - $451	2 Added 0.16%	1,290 $294,000
Q4 2020 Feb 04, 2021	BUY	$176.14 - $208.21 $1,056 - $1,249	6 Added 0.47%	1,288 $266,000
Q3 2020 Nov 13, 2020	BUY	$164.39 - $185.0 $210,747 - $237,170	1,282 New	1,282 $231,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Founders Financial Alliance, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Founders Financial Alliance, LLC with notifications on news.

Account

Founders Financial Alliance, LLC Vanguard Mid Cap ETF Transaction History