Horizon Family Wealth, Inc. Vanguard Mid Cap ETF Transaction History

Horizon Family Wealth, Inc.

$151 Million
Q2 2025

A detailed history of Horizon Family Wealth, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 29,473 shares of VO stock, worth $8.36 Million. This represents 5.47% of its overall portfolio holdings.

Number of Shares

29,473

Previous 29,873 1.34%

Holding current value

$8.36 Million

Previous $7.73 Million 6.76%

% of portfolio

5.47%

Previous 5.47%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$228.54 - $279.83 $91,416 - $111,932	-400 Reduced 1.34%	29,473 $8.25 Million
Q1 2025 May 09, 2025	BUY	$251.87 - $277.95 $953,327 - $1.05 Million	3,785 Added 14.51%	29,873 $7.73 Million
Q4 2024 Feb 11, 2025	BUY	$261.5 - $284.63 $454,487 - $494,686	1,738 Added 7.14%	26,088 $6.89 Million
Q3 2024 Nov 14, 2024	BUY	$237.84 - $263.83 $142,704 - $158,298	600 Added 2.53%	24,350 $6.42 Million
Q2 2024 Aug 07, 2024	SELL	$234.99 - $248.98 $44,883 - $47,555	-191 Reduced 0.8%	23,750 $5.75 Million
Q1 2024 May 09, 2024	SELL	$225.86 - $249.86 $4.96 Million - $5.48 Million	-21,947 Reduced 47.83%	23,941 $5.98 Million
Q4 2023 Feb 07, 2024	SELL	$195.66 - $233.95 $35,610 - $42,578	-182 Reduced 0.4%	45,888 $10.7 Million
Q3 2023 Nov 15, 2023	BUY	$206.6 - $228.23 $9.52 Million - $10.5 Million	46,070 New	46,070 $9.59 Million
Q2 2023 Aug 11, 2023	BUY	$203.43 - $220.16 $203,023 - $219,719	998 Added 2.27%	44,871 $9.88 Million
Q1 2023 May 05, 2023	BUY	$200.2 - $225.98 $144,144 - $162,705	720 Added 1.67%	43,873 $9.25 Million
Q4 2022 Feb 06, 2023	SELL	$186.57 - $217.26 $475,566 - $553,795	-2,549 Reduced 5.58%	43,153 $8.8 Million
Q3 2022 Oct 28, 2022	BUY	$187.98 - $227.42 $32,520 - $39,343	173 Added 0.38%	45,702 $8.59 Million
Q2 2022 Aug 05, 2022	BUY	$190.36 - $240.41 $396,139 - $500,293	2,081 Added 4.79%	45,529 $8.97 Million
Q1 2022 May 06, 2022	BUY	$219.86 - $253.39 $477,755 - $550,616	2,173 Added 5.26%	43,448 $10.3 Million
Q4 2021 Feb 11, 2022	BUY	$236.98 - $261.2 $9.78 Million - $10.8 Million	41,275 New	41,275 $10.5 Million

Others Institutions Holding VO

# of Institutions

2,405

Shares Held

208M

Call Options Held

69.3K

Put Options Held

25.1K

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 Horizon Family Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Horizon Family Wealth, Inc. with notifications on news.

Account

Horizon Family Wealth, Inc. Vanguard Mid Cap ETF Transaction History