Liberty Wealth Management LLC Vanguard Mid Cap ETF Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$236.98 - $261.2 $129,391 - $142,615	-546 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$229.88 - $249.8 $17,700 - $19,234	-77 Reduced 12.36%	546 $129,000
Q2 2021 Aug 13, 2021	SELL	$223.23 - $238.25 $13.1 Million - $14 Million	-58,656 Reduced 98.95%	623 $60,000
Q2 2021 Aug 13, 2021	BUY	$223.23 - $238.25 $13.2 Million - $14 Million	58,969 Added 19022.26%	59,279 $623,000
Q3 2020 Nov 05, 2020	SELL	$164.39 - $185.0 $8,877 - $9,990	-54 Reduced 14.84%	310 $55,000
Q2 2020 Aug 04, 2020	BUY	$124.34 - $175.42 $8,703 - $12,279	70 Added 23.81%	364 $60,000
Q1 2020 Apr 27, 2020	SELL	$112.37 - $186.27 $47,644 - $78,978	-424 Reduced 59.05%	294 $39,000
Q4 2019 Feb 05, 2020	BUY	$162.13 - $178.73 $31,453 - $34,673	194 Added 37.02%	718 $128,000
Q3 2019 Oct 30, 2019	SELL	$166.82 - $169.81 $22,020 - $22,414	-132 Reduced 20.12%	524 $88,000
Q2 2019 Jul 30, 2019	BUY	N/A	167 Added 34.15%	656 $110,000
Q4 2018 Mar 26, 2019	BUY	N/A	489 New	489 $67,000

Others Institutions Holding VO

# of Institutions

2,090

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$6.21 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.48 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$4.03 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.28 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$2.05 Billion
0.14% of portfolio

About VANGUARD MID-CAP ETF

Ticker VO
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