Kestra Private Wealth Services, LLC Vanguard Mid Cap ETF Transaction History

Kestra Private Wealth Services, LLC

$6.57 Billion
Q2 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 52,614 shares of VO stock, worth $15.4 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

52,614

Previous 40,672 29.36%

Holding current value

$15.4 Million

Previous $10.5 Million 39.97%

% of portfolio

0.22%

Previous 0.18%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$228.54 - $279.83 $2.73 Million - $3.34 Million	11,942 Added 29.36%	52,614 $14.7 Million
Q1 2025 May 05, 2025	BUY	$251.87 - $277.95 $1.47 Million - $1.62 Million	5,828 Added 16.73%	40,672 $10.5 Million
Q4 2024 Jan 28, 2025	BUY	$261.5 - $284.63 $266,730 - $290,322	1,020 Added 3.02%	34,844 $9.2 Million
Q3 2024 Nov 13, 2024	BUY	$237.84 - $263.83 $1.32 Million - $1.47 Million	5,553 Added 19.64%	33,824 $8.92 Million
Q2 2024 Aug 12, 2024	BUY	$234.99 - $248.98 $410,057 - $434,470	1,745 Added 6.58%	28,271 $6.84 Million
Q1 2024 May 02, 2024	SELL	$225.86 - $249.86 $277,581 - $307,077	-1,229 Reduced 4.43%	26,526 $6.63 Million
Q4 2023 Feb 05, 2024	SELL	$195.66 - $233.95 $217,573 - $260,152	-1,112 Reduced 3.85%	27,755 $6.46 Million
Q3 2023 Nov 07, 2023	BUY	$206.6 - $228.23 $588,810 - $650,455	2,850 Added 10.95%	28,867 $6.01 Million
Q2 2023 Aug 08, 2023	BUY	$203.43 - $220.16 $570,621 - $617,548	2,805 Added 12.08%	26,017 $5.73 Million
Q1 2023 May 12, 2023	BUY	$200.2 - $225.98 $633,633 - $715,226	3,165 Added 15.79%	23,212 $4.9 Million
Q4 2022 Jan 31, 2023	BUY	$186.57 - $217.26 $788,071 - $917,706	4,224 Added 26.7%	20,047 $4.09 Million
Q3 2022 Nov 14, 2022	BUY	$187.98 - $227.42 $149,632 - $181,026	796 Added 5.3%	15,823 $2.97 Million
Q2 2022 Aug 12, 2022	SELL	$190.36 - $240.41 $13,515 - $17,069	-71 Reduced 0.47%	15,027 $2.96 Million
Q1 2022 May 26, 2022	BUY	$219.86 - $253.39 $42,652 - $49,157	194 Added 1.3%	15,098 $0
Q4 2021 Jan 21, 2022	SELL	$236.98 - $261.2 $504,293 - $555,833	-2,128 Reduced 12.49%	14,904 $0
Q3 2021 Oct 21, 2021	BUY	$229.88 - $249.8 $281,373 - $305,755	1,224 Added 7.74%	17,032 $0
Q2 2021 Jul 30, 2021	BUY	$223.23 - $238.25 $70,317 - $75,048	315 Added 2.03%	15,808 $0
Q1 2021 May 11, 2021	SELL	$203.74 - $225.89 $46,860 - $51,954	-230 Reduced 1.46%	15,493 $0
Q4 2020 Jan 21, 2021	BUY	$176.14 - $208.21 $682,014 - $806,189	3,872 Added 32.67%	15,723 $3.24 Billion
Q3 2020 Nov 09, 2020	BUY	$164.39 - $185.0 $1.95 Million - $2.19 Million	11,851 New	11,851 $0

Others Institutions Holding VO

# of Institutions

2,463

Shares Held

212M

Call Options Held

71.5K

Put Options Held

24.9K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Kestra Private Wealth Services, LLC Vanguard Mid Cap ETF Transaction History