Hb Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Hb Wealth Management, LLC

  • $7.99 Billion
  • Q1 2024

A detailed history of Hb Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 97,640 shares of VO stock, worth $23.6 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
97,640
Previous 102,752 4.98%
Holding current value
$23.6 Million
Previous $23.9 Million 2.06%
% of portfolio
0.31%
Previous 0.34%

Shares

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

Apr 30, 2024
SELL
$225.86 - $249.86 $1.15 Million - $1.28 Million
-5,112 Reduced 4.98%
97,640 $24.4 Million
Q4 2023

Jan 16, 2024
BUY
$195.66 - $233.95 $344,361 - $411,752
1,760 Added 1.74%
102,752 $23.9 Million
Q3 2023

Oct 13, 2023
SELL
$206.6 - $228.23 $650,376 - $718,468
-3,148 Reduced 3.02%
100,992 $21 Million
Q2 2023

Jul 13, 2023
BUY
$203.43 - $220.16 $17,901 - $19,374
88 Added 0.08%
104,140 $22.9 Million
Q1 2023

Apr 13, 2023
SELL
$200.2 - $225.98 $619,218 - $698,956
-3,093 Reduced 2.89%
104,052 $21.9 Million
Q4 2022

Jan 20, 2023
SELL
$199.06 - $217.26 $406,281 - $443,427
-2,041 Reduced 1.87%
107,145 $0
Q3 2022

Oct 19, 2022
BUY
N/A
4,785 Added 4.58%
109,186 $20.5 Million
Q2 2022

Jul 15, 2022
SELL
N/A
-7,298 Reduced 6.53%
104,401 $20.6 Million
Q1 2022

May 16, 2022
BUY
N/A
91,115 Added 442.65%
111,699 $26.6 Million
Q4 2021

Feb 15, 2022
BUY
N/A
20,584 New
20,584 $5.24 Million

Others Institutions Holding VO

# of Institutions
1,964
Shares Held
167M
Call Options Held
224K
Put Options Held
206K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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