Lyell Wealth Management, LP Vanguard Mid Cap ETF Transaction History

Lyell Wealth Management, LP

  • $1.24 Billion
  • Q2 2025

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 1,908 shares of VO stock, worth $552,881. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,908
Previous 2,057 7.24%
Holding current value
$552,881
Previous $531,000 0.38%
% of portfolio
0.04%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
$228.54 - $279.83 $34,052 - $41,694
-149 Reduced 7.24%
1,908 $533,000
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
2,392
Shares Held
203M
Call Options Held
69.3K
Put Options Held
25.1K
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 Lyell Wealth Management, LP Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email