Iht Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 13,714 shares of VO stock, worth $3.7 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

13,714

Previous 12,777 7.33%

Holding current value

$3.7 Million

Previous $3.37 Million 5.1%

% of portfolio

0.12%

Previous 0.11%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$251.87 - $277.95 $236,002 - $260,439	937 Added 7.33%	13,714 $3.55 Million
Q4 2024 Feb 14, 2025	SELL	$261.5 - $284.63 $1.29 Million - $1.41 Million	-4,950 Reduced 27.92%	12,777 $3.37 Million
Q3 2024 Nov 14, 2024	BUY	$237.84 - $263.83 $1.08 Million - $1.2 Million	4,531 Added 34.34%	17,727 $4.68 Million
Q2 2024 Aug 14, 2024	SELL	$234.99 - $248.98 $127,834 - $135,445	-544 Reduced 3.96%	13,196 $3.19 Million
Q1 2024 May 15, 2024	BUY	$225.86 - $249.86 $553,357 - $612,157	2,450 Added 21.7%	13,740 $3.43 Million
Q4 2023 Feb 14, 2024	SELL	$195.66 - $233.95 $200,942 - $240,266	-1,027 Reduced 8.34%	11,290 $2.63 Million
Q3 2023 Nov 14, 2023	SELL	$206.6 - $228.23 $147,719 - $163,184	-715 Reduced 5.49%	12,317 $2.56 Million
Q2 2023 Aug 14, 2023	BUY	$203.43 - $220.16 $105,376 - $114,042	518 Added 4.14%	13,032 $2.87 Million
Q1 2023 May 15, 2023	SELL	$200.2 - $225.98 $77,077 - $87,002	-385 Reduced 2.98%	12,514 $2.64 Million
Q4 2022 Feb 14, 2023	SELL	$186.57 - $217.26 $177,987 - $207,266	-954 Reduced 6.89%	12,899 $2.63 Million
Q3 2022 Nov 22, 2022	BUY	$187.98 - $227.42 $678,419 - $820,758	3,609 Added 35.23%	13,853 $2.6 Million
Q2 2022 Aug 15, 2022	SELL	$190.36 - $240.41 $9,518 - $12,020	-50 Reduced 0.49%	10,244 $2.02 Million
Q1 2022 May 16, 2022	SELL	$219.86 - $253.39 $29,900 - $34,461	-136 Reduced 1.3%	10,294 $2.45 Million
Q4 2021 Feb 14, 2022	BUY	$236.98 - $261.2 $270,631 - $298,290	1,142 Added 12.3%	10,430 $2.66 Million
Q3 2021 Nov 15, 2021	SELL	$229.88 - $249.8 $6,666 - $7,244	-29 Reduced 0.31%	9,288 $2.2 Million
Q2 2021 Aug 16, 2021	BUY	$223.23 - $238.25 $312,745 - $333,788	1,401 Added 17.7%	9,317 $2.21 Million
Q1 2021 May 18, 2021	BUY	$203.74 - $225.89 $347,987 - $385,820	1,708 Added 27.51%	7,916 $1.75 Million
Q4 2020 Feb 17, 2021	BUY	$176.14 - $208.21 $147,429 - $174,271	837 Added 15.58%	6,208 $1.28 Million
Q3 2020 Nov 19, 2020	BUY	$164.39 - $185.0 $170,636 - $192,030	1,038 Added 23.96%	5,371 $947,000
Q2 2020 Aug 14, 2020	SELL	$124.34 - $175.42 $126,080 - $177,875	-1,014 Reduced 18.96%	4,333 $710,000
Q1 2020 May 13, 2020	SELL	$112.37 - $186.27 $539,488 - $894,282	-4,801 Reduced 47.31%	5,347 $704,000
Q4 2019 Feb 18, 2020	BUY	$162.13 - $178.73 $253,409 - $279,354	1,563 Added 18.21%	10,148 $1.81 Million
Q3 2019 Nov 15, 2019	BUY	$166.82 - $169.81 $499,792 - $508,750	2,996 Added 53.61%	8,585 $1.45 Million
Q2 2019 Aug 12, 2019	BUY	N/A	2,704 Added 93.73%	5,589 $931,000
Q1 2019 May 16, 2019	BUY	N/A	749 Added 35.07%	2,885 $464,000
Q4 2018 Feb 15, 2019	BUY	N/A	242 Added 12.78%	2,136 $295,000
Q3 2018 Nov 14, 2018	SELL	N/A	-213 Reduced 10.11%	1,894 $311,000
Q2 2018 Aug 13, 2018	BUY	N/A	1,011 Added 92.24%	2,107 $332,000
Q1 2018 May 15, 2018	SELL	N/A	-5 Reduced 0.45%	1,096 $165,000
Q4 2017 Feb 14, 2018	SELL	N/A	-60 Reduced 5.17%	1,101 $175,000
Q3 2017 Nov 14, 2017	BUY	N/A	1,161	1,161 $172,000

Others Institutions Holding VO

# of Institutions

2,351

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

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About VANGUARD MID-CAP ETF

Ticker VO
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Iht Wealth Management, LLC Vanguard Mid Cap ETF Transaction History