Lyell Wealth Management, LP Vanguard Mid Cap ETF Transaction History

Lyell Wealth Management, LP

$1.09 Billion
Q3 2024

A detailed history of Lyell Wealth Management, LP transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Lyell Wealth Management, LP holds 2,057 shares of VO stock, worth $579,744. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,057

Previous 2,057 -0.0%

Holding current value

$579,744

Previous $497,000 9.05%

% of portfolio

0.05%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	SELL	$234.99 - $248.98 $9,399 - $9,959	-40 Reduced 1.91%	2,057 $497,000
Q4 2023 Feb 02, 2024	SELL	$195.66 - $233.95 $19,566 - $23,395	-100 Reduced 4.55%	2,097 $487,000
Q1 2023 May 03, 2023	BUY	$200.2 - $225.98 $29,829 - $33,671	149 Added 7.28%	2,197 $463,000
Q2 2021 Aug 09, 2021	BUY	$223.23 - $238.25 $60,495 - $64,565	271 Added 15.25%	2,048 $486,000
Q4 2020 Feb 04, 2021	BUY	$176.14 - $208.21 $60,239 - $71,207	342 Added 23.83%	1,777 $367,000
Q2 2020 Jul 30, 2020	SELL	$124.34 - $175.42 $14,672 - $20,699	-118 Reduced 7.6%	1,435 $235,000
Q1 2020 May 11, 2020	BUY	$112.37 - $186.27 $17,192 - $28,499	153 Added 10.93%	1,553 $204,000
Q1 2019 May 06, 2019	BUY	N/A	1,400 New	1,400 $226,000
Q4 2018 Feb 11, 2019	SELL	N/A	-1,400 Closed	0 $0
Q3 2017 Oct 26, 2017	BUY	N/A	1,400	1,400 $207,000

Others Institutions Holding VO

# of Institutions

2,089

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 Lyell Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Lyell Wealth Management, LP with notifications on news.

Account

Lyell Wealth Management, LP Vanguard Mid Cap ETF Transaction History