Ma Private Wealth Vanguard Mid Cap ETF Transaction History

Ma Private Wealth

$533 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	$190.36 - $240.41 $164,471 - $207,714	-864 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$219.86 - $253.39 $659 - $760	3 Added 0.35%	864 $206,000
Q4 2021 Jan 19, 2022	BUY	$236.98 - $261.2 $710 - $783	3 Added 0.35%	861 $219,000
Q3 2021 Nov 02, 2021	BUY	$229.88 - $249.8 $459 - $499	2 Added 0.23%	858 $203,000
Q2 2021 Jul 22, 2021	BUY	$223.23 - $238.25 $191,084 - $203,942	856 New	856 $203,000
Q4 2019 Jan 27, 2020	SELL	$162.13 - $178.73 $264,109 - $291,151	-1,629 Closed	0 $0
Q3 2019 Oct 10, 2019	SELL	$166.82 - $169.81 $34,364 - $34,980	-206 Reduced 11.23%	1,629 $273,000
Q2 2019 Jul 17, 2019	SELL	N/A	-57 Reduced 3.01%	1,835 $307,000
Q1 2019 Apr 24, 2019	BUY	N/A	143 Added 8.18%	1,892 $304,000
Q4 2018 Feb 08, 2019	BUY	N/A	1,749 New	1,749 $242,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$6.1 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.4 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$3.96 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.24 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$2.02 Billion
0.14% of portfolio

About VANGUARD MID-CAP ETF

Ticker VO
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