Heirloom Wealth Management Vanguard Mid Cap ETF Transaction History

Heirloom Wealth Management

  • $279 Million
  • Q1 2024

A detailed history of Heirloom Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Heirloom Wealth Management holds 1,652 shares of VO stock, worth $412,438. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,652
Previous 1,699 2.77%
Holding current value
$412,438
Previous $395,000 4.3%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Apr 24, 2024
SELL
$225.86 - $249.86 $10,615 - $11,743
-47 Reduced 2.77%
1,652 $412,000
Q4 2023

Jan 31, 2024
BUY
$195.66 - $233.95 $9,000 - $10,761
46 Added 2.78%
1,699 $395,000
Q3 2023

Oct 23, 2023
SELL
$206.6 - $228.23 $69,211 - $76,457
-335 Reduced 16.85%
1,653 $344,000
Q2 2023

Aug 08, 2023
BUY
$203.43 - $220.16 $28,480 - $30,822
140 Added 7.58%
1,988 $437,000
Q1 2023

Apr 27, 2023
SELL
$200.2 - $225.98 $36,436 - $41,128
-182 Reduced 8.97%
1,848 $389,000
Q4 2022

Feb 01, 2023
SELL
$199.06 - $217.26 $252,806 - $275,920
-1,270 Reduced 38.48%
2,030 $413,000
Q2 2022

Aug 10, 2022
BUY
N/A
3,300 New
3,300 $716,000

Others Institutions Holding VO

# of Institutions
1,963
Shares Held
167M
Call Options Held
224K
Put Options Held
28.5K
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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