Intelligent Financial Strategies Vanguard Mid Cap ETF Transaction History

Intelligent Financial Strategies

$183 Million
Q2 2025

A detailed history of Intelligent Financial Strategies transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Intelligent Financial Strategies holds 493 shares of VO stock, worth $139,785. This represents 0.07% of its overall portfolio holdings.

Number of Shares

493

Previous 508 2.95%

Holding current value

$139,785

Previous $131,000 4.58%

% of portfolio

0.07%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$228.54 - $279.83 $3,428 - $4,197	-15 Reduced 2.95%	493 $137,000
Q1 2025 Apr 23, 2025	BUY	$251.87 - $277.95 $4,029 - $4,447	16 Added 3.25%	508 $131,000
Q4 2024 Jan 30, 2025	BUY	$261.5 - $284.63 $523 - $569	2 Added 0.41%	492 $129,000
Q3 2024 Oct 25, 2024	BUY	$237.84 - $263.83 $713 - $791	3 Added 0.62%	490 $129,000
Q1 2024 Apr 26, 2024	BUY	$225.86 - $249.86 $451 - $499	2 Added 0.41%	487 $121,000
Q4 2023 Feb 08, 2024	BUY	$195.66 - $233.95 $391 - $467	2 Added 0.41%	485 $112,000
Q3 2023 Oct 30, 2023	BUY	$206.6 - $228.23 $206 - $228	1 Added 0.21%	483 $100,000
Q2 2023 Jul 20, 2023	BUY	$203.43 - $220.16 $406 - $440	2 Added 0.42%	482 $106,000
Q1 2023 May 01, 2023	BUY	$200.2 - $225.98 $200 - $225	1 Added 0.21%	480 $101,000
Q4 2022 Jan 24, 2023	BUY	$186.57 - $217.26 $31,343 - $36,499	168 Added 54.02%	479 $0
Q4 2021 Feb 15, 2022	BUY	$236.98 - $261.2 $73,700 - $81,233	311 New	311 $79,000

Others Institutions Holding VO

# of Institutions

2,398

Shares Held

204M

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 Intelligent Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Intelligent Financial Strategies with notifications on news.

Account

Intelligent Financial Strategies Vanguard Mid Cap ETF Transaction History