Lws Wealth Advisors, Inc. Vanguard Mid Cap ETF Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 18,831 shares of VO stock, worth $5.07 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares

18,831

Previous 18,984 0.81%

Holding current value

$5.07 Million

Previous $3.95 Million 10.8%

% of portfolio

1.71%

Previous 1.8%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$195.66 - $233.95 $29,935 - $35,794	-153 Reduced 0.81%	18,831 $4.38 Million
Q3 2023 Nov 13, 2023	BUY	$206.6 - $228.23 $60,327 - $66,643	292 Added 1.56%	18,984 $3.95 Million
Q2 2023 Jul 28, 2023	BUY	$203.43 - $220.16 $110,259 - $119,326	542 Added 2.99%	18,692 $4.12 Million
Q1 2023 Apr 28, 2023	BUY	$200.2 - $225.98 $146,946 - $165,869	734 Added 4.21%	18,150 $3.83 Million
Q4 2022 Feb 14, 2023	SELL	$186.57 - $217.26 $5,410 - $6,300	-29 Reduced 0.17%	17,416 $3.55 Million
Q3 2022 Nov 14, 2022	BUY	$187.98 - $227.42 $79,515 - $96,198	423 Added 2.49%	17,445 $3.28 Million
Q2 2022 Aug 05, 2022	SELL	$190.36 - $240.41 $137,820 - $174,056	-724 Reduced 4.08%	17,022 $3.35 Million
Q1 2022 May 10, 2022	SELL	$219.86 - $253.39 $32,539 - $37,501	-148 Reduced 0.83%	17,746 $4.22 Million
Q4 2021 Feb 02, 2022	BUY	$236.98 - $261.2 $75,596 - $83,322	319 Added 1.82%	17,894 $4.56 Million
Q3 2021 Nov 09, 2021	BUY	$229.88 - $249.8 $187,811 - $204,086	817 Added 4.88%	17,575 $4.16 Million
Q2 2021 Jul 23, 2021	SELL	$223.23 - $238.25 $1.04 Million - $1.11 Million	-4,671 Reduced 21.8%	16,758 $3.98 Million
Q1 2021 Apr 29, 2021	SELL	$203.74 - $225.89 $537,058 - $595,446	-2,636 Reduced 10.95%	21,429 $4.74 Million
Q4 2020 Jan 20, 2021	SELL	$176.14 - $208.21 $71,688 - $84,741	-407 Reduced 1.66%	24,065 $4.98 Million
Q3 2020 Nov 10, 2020	BUY	$164.39 - $185.0 $1,315 - $1,480	8 Added 0.03%	24,472 $4.31 Million
Q2 2020 Aug 05, 2020	BUY	$124.34 - $175.42 $502,955 - $709,573	4,045 Added 19.81%	24,464 $4.01 Million
Q1 2020 May 04, 2020	BUY	$112.37 - $186.27 $1.93 Million - $3.2 Million	17,160 Added 526.54%	20,419 $2.69 Million
Q4 2019 Feb 06, 2020	BUY	$162.13 - $178.73 $528,381 - $582,481	3,259 New	3,259 $581,000

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

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lws Wealth Advisors, Inc. with notifications on news.

Account

Lws Wealth Advisors, Inc. Vanguard Mid Cap ETF Transaction History