High Pines Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

High Pines Wealth Management, LLC

$65.6 Million
Q4 2023

A detailed history of High Pines Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, High Pines Wealth Management, LLC holds 24,671 shares of VO stock, worth $5.97 Million. This represents 8.75% of its overall portfolio holdings.

Number of Shares

24,671

Previous 23,671 4.22%

Holding current value

$5.97 Million

Previous $4.93 Million 16.43%

% of portfolio

8.75%

Previous 8.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	BUY	$195.66 - $233.95 $195,660 - $233,950	1,000 Added 4.22%	24,671 $5.74 Million
Q3 2023 Nov 09, 2023	BUY	$206.6 - $228.23 $880,116 - $972,259	4,260 Added 21.95%	23,671 $4.93 Million
Q2 2023 Aug 08, 2023	BUY	$203.43 - $220.16 $92,764 - $100,392	456 Added 2.41%	19,411 $4.27 Million
Q1 2023 May 11, 2023	BUY	$200.2 - $225.98 $17,417 - $19,660	87 Added 0.46%	18,955 $4 Million
Q3 2022 Nov 14, 2022	BUY	N/A	76 Added 0.4%	18,868 $3.55 Million

Q2 2022 Aug 15, 2022	SELL	N/A	-1,325 Reduced 6.59%	18,792 $3.7 Million
Q1 2022 May 11, 2022	BUY	N/A	211 Added 1.06%	20,117 $4.79 Million
Q4 2021 Feb 15, 2022	BUY	N/A	1,570 Added 8.56%	19,906 $5.07 Million
Q3 2021 Oct 13, 2021	SELL	N/A	-324 Reduced 1.74%	18,336 $4.34 Million
Q2 2021 Aug 13, 2021	SELL	N/A	-220 Reduced 1.17%	18,660 $4.43 Million
Q1 2021 Apr 09, 2021	BUY	N/A	38 Added 0.2%	18,880 $4.18 Million
Q4 2020 Apr 09, 2021	BUY	N/A	18,842 New	18,842 $3.9 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

Ticker VO
Sector ETFs
Industry ETFs

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High Pines Wealth Management, LLC Vanguard Mid Cap ETF Transaction History