Klingman & Associates, LLC Vanguard Mid Cap ETF Transaction History

Klingman & Associates, LLC

$1.62 Billion
Q4 2024

A detailed history of Klingman & Associates, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Klingman & Associates, LLC holds 1,264 shares of VO stock, worth $324,999. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,264

Previous 1,024 23.44%

Holding current value

$324,999

Previous $270,000 23.33%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$261.5 - $284.63 $62,760 - $68,311	240 Added 23.44%	1,264 $333,000
Q2 2024 Jul 30, 2024	SELL	$234.99 - $248.98 $20,444 - $21,661	-87 Reduced 7.83%	1,024 $247,000
Q1 2024 May 01, 2024	BUY	$225.86 - $249.86 $19,649 - $21,737	87 Added 8.5%	1,111 $277,000
Q4 2023 Jan 29, 2024	SELL	$195.66 - $233.95 $97,830 - $116,975	-500 Reduced 32.81%	1,024 $238,000
Q3 2023 Oct 30, 2023	BUY	$206.6 - $228.23 $20,866 - $23,051	101 Added 7.1%	1,524 $317,000
Q2 2023 Jul 31, 2023	BUY	$203.43 - $220.16 $289,480 - $313,287	1,423 New	1,423 $313,000
Q1 2020 Apr 29, 2020	SELL	$112.37 - $186.27 $348,908 - $578,368	-3,105 Closed	0 $0
Q3 2019 Oct 22, 2019	BUY	$166.82 - $169.81 $5,004 - $5,094	30 Added 0.98%	3,105 $520,000
Q2 2019 Sep 27, 2019	BUY	N/A	3,075 New	3,075 $514,000
Q2 2019 Jul 24, 2019	SELL	N/A	-3,075 Closed	0 $0
Q3 2017 Oct 24, 2017	BUY	N/A	3,075	3,075 $452,000

Others Institutions Holding VO

# of Institutions

2,310

Shares Held

189M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Klingman & Associates, LLC Vanguard Mid Cap ETF Transaction History