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 $4.55 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
18,831
Previous 18,984 0.81%
Holding current value
$4.55 Million
Previous $3.95 Million 10.8%
% of portfolio
1.71%
Previous 1.8%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$199.06 - $217.26 $5,772 - $6,300
-29 Reduced 0.17%
17,416 $3.55 Million
Q3 2022

Nov 14, 2022

BUY
N/A
423 Added 2.49%
17,445 $3.28 Million
Q2 2022

Aug 05, 2022

SELL
N/A
-724 Reduced 4.08%
17,022 $3.35 Million
Q1 2022

May 10, 2022

SELL
N/A
-148 Reduced 0.83%
17,746 $4.22 Million
Q4 2021

Feb 02, 2022

BUY
N/A
319 Added 1.82%
17,894 $4.56 Million
Q3 2021

Nov 09, 2021

BUY
N/A
817 Added 4.88%
17,575 $4.16 Million
Q2 2021

Jul 23, 2021

SELL
N/A
-4,671 Reduced 21.8%
16,758 $3.98 Million
Q1 2021

Apr 29, 2021

SELL
N/A
-2,636 Reduced 10.95%
21,429 $4.74 Million
Q4 2020

Jan 20, 2021

SELL
N/A
-407 Reduced 1.66%
24,065 $4.98 Million
Q3 2020

Nov 10, 2020

BUY
N/A
8 Added 0.03%
24,472 $4.31 Million
Q2 2020

Aug 05, 2020

BUY
N/A
4,045 Added 19.81%
24,464 $4.01 Million
Q1 2020

May 04, 2020

BUY
N/A
17,160 Added 526.54%
20,419 $2.69 Million
Q4 2019

Feb 06, 2020

BUY
N/A
3,259 New
3,259 $581,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Lws Wealth Advisors, Inc. Portfolio

Follow Lws Wealth Advisors, Inc. 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 Lws Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

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