Kwb Wealth Vanguard Mid Cap ETF Transaction History

Kwb Wealth

  • $806 Million
  • Q3 2024

A detailed history of Kwb Wealth transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Kwb Wealth holds 1,265 shares of VO stock, worth $346,028. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,265
Previous 1,322 4.31%
Holding current value
$346,028
Previous $320,000 4.06%
% of portfolio
0.04%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
SELL
$237.84 - $263.83 $13,556 - $15,038
-57 Reduced 4.31%
1,265 $333,000
Q1 2024

Apr 19, 2024
SELL
$225.86 - $249.86 $4,743 - $5,247
-21 Reduced 1.56%
1,322 $330,000
Q2 2023

Jul 24, 2023
SELL
$203.43 - $220.16 $30,514 - $33,024
-150 Reduced 10.05%
1,343 $295,000
Q4 2022

Feb 09, 2023
SELL
$186.57 - $217.26 $2,238 - $2,607
-12 Reduced 0.8%
1,493 $304,000
Q3 2022

Nov 10, 2022
BUY
$187.98 - $227.42 $375 - $454
2 Added 0.13%
1,505 $283,000
Q2 2022

Aug 10, 2022
BUY
$190.36 - $240.41 $1,142 - $1,442
6 Added 0.4%
1,503 $296,000
Q3 2021

Nov 12, 2021
SELL
$229.88 - $249.8 $2,068 - $2,248
-9 Reduced 0.6%
1,497 $354,000
Q4 2020

Feb 10, 2021
BUY
$176.14 - $208.21 $265,266 - $313,564
1,506 New
1,506 $311,000

Others Institutions Holding VO

# of Institutions
2,092
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Kwb Wealth Portfolio

Follow Kwb Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kwb Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Kwb Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email