Global Wealth Management Investment Advisory, Inc. Vanguard Mid Cap ETF Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	BUY	$195.66 - $233.95 $19,566 - $23,395	100 New	100 $23,000
Q4 2021 Feb 15, 2022	SELL	$236.98 - $261.2 $1,184 - $1,306	-5 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$229.88 - $249.8 $1,149 - $1,249	5 New	5 $1,000
Q1 2019 May 10, 2019	SELL	N/A	-58 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	58 New	58 $8,000

Others Institutions Holding VO

# of Institutions

2,051

Shares Held

172M

Call Options Held

62.2K

Put Options Held

110K

Wells Fargo & Company San Francisco, CA

23.1M
Shares

$6.39 Billion
1.37% of portfolio
Bank Of America Corp Charlotte, NC

16M
Shares

$4.43 Billion
0.35% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$4.01 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.26 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.31M
Shares

$2.02 Billion
0.14% of portfolio

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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