Ima Wealth, Inc. Vanguard Mid Cap ETF Transaction History

Ima Wealth, Inc.

$841 Million
Q1 2025

A detailed history of Ima Wealth, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Ima Wealth, Inc. holds 49 shares of VO stock, worth $14,106. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$14,106

% of portfolio

0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$251.87 - $277.95 $12,341 - $13,619	49 New	49 $12,000
Q3 2021 Nov 03, 2021	SELL	$229.88 - $249.8 $8,965 - $9,742	-39 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$223.23 - $238.25 $48,440 - $51,700	-217 Reduced 84.77%	39 $9,000
Q1 2021 May 13, 2021	BUY	$203.74 - $225.89 $52,157 - $57,827	256 New	256 $57,000
Q2 2019 Jul 19, 2019	SELL	N/A	-36 Closed	0 $0
Q1 2019 May 09, 2019	BUY	N/A	36 New	36 $6,000

Others Institutions Holding VO

# of Institutions

2,395

Shares Held

203M

Call Options Held

69.3K

Put Options Held

25.1K

Wells Fargo & Company San Francisco, CA

24M
Shares

$6.9 Billion
1.45% of portfolio
Jones Financial Companies Lllp

18.4M
Shares

$5.28 Billion
4.27% of portfolio
Bank Of America Corp Charlotte, NC

16.6M
Shares

$4.79 Billion
0.35% of portfolio
Creative Planning Overland Park, KS

8.21M
Shares

$2.36 Billion
2.0% of portfolio
Morgan Stanley New York, NY

8.03M
Shares

$2.31 Billion
0.15% of portfolio

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

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