A detailed history of Joel Adams & Associates, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 8,861 shares of VO stock, worth $2.51 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
8,861
Previous 9,846 10.0%
Holding current value
$2.51 Million
Previous $2.55 Billion 2.62%
% of portfolio
2.19%
Previous 2.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

SELL
$228.54 - $279.83 $225,111 - $275,632
-985 Reduced 10.0%
8,861 $2.48 Billion
Q1 2025

Apr 22, 2025

SELL
$251.87 - $277.95 $69,012 - $76,158
-274 Reduced 2.71%
9,846 $2.55 Billion
Q4 2024

Jan 31, 2025

BUY
$261.5 - $284.63 $2.65 Million - $2.88 Million
10,120 New
10,120 $2.67 Billion

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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