A detailed history of M Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, M Wealth Management, LLC holds 988 shares of VO stock, worth $288,298. This represents 0.26% of its overall portfolio holdings.

Number of Shares
988
Previous 988 -0.0%
Holding current value
$288,298
Previous $256 Million 8.2%
% of portfolio
0.26%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025

BUY
$251.87 - $277.95 $1,007 - $1,111
4 Added 0.41%
988 $256 Million
Q4 2024

Jan 23, 2025

BUY
$261.5 - $284.63 $257,316 - $280,075
984 New
984 $260 Million

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


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

Track M Wealth Management, LLC Portfolio

Follow M Wealth Management, LLC 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 M Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on M Wealth Management, LLC with notifications on news.