Marcum Wealth, LLC Vanguard Mid Cap ETF Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

A detailed history of Marcum Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 16,456 shares of VO stock, worth $4.14 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

16,456

Previous 16,555 0.6%

Holding current value

$4.14 Million

Previous $4.37 Million 0.48%

% of portfolio

0.38%

Previous 0.41%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$261.5 - $284.63 $25,888 - $28,178	-99 Reduced 0.6%	16,456 $4.35 Million
Q3 2024 Oct 08, 2024	BUY	$237.84 - $263.83 $59,697 - $66,221	251 Added 1.54%	16,555 $4.37 Million
Q2 2024 Jul 02, 2024	SELL	$234.99 - $248.98 $20,679 - $21,910	-88 Reduced 0.54%	16,304 $3.95 Million
Q1 2024 Apr 10, 2024	BUY	$225.86 - $249.86 $22,586 - $24,986	100 Added 0.61%	16,392 $4.1 Million
Q4 2023 Jan 10, 2024	SELL	$195.66 - $233.95 $103,699 - $123,993	-530 Reduced 3.15%	16,292 $3.79 Million
Q3 2023 Oct 10, 2023	SELL	$206.6 - $228.23 $54,129 - $59,796	-262 Reduced 1.53%	16,822 $3.5 Million
Q2 2023 Jul 13, 2023	BUY	$203.43 - $220.16 $62,453 - $67,589	307 Added 1.83%	17,084 $3.76 Million
Q1 2023 Apr 19, 2023	BUY	$200.2 - $225.98 $15,215 - $17,174	76 Added 0.46%	16,777 $3.54 Million
Q4 2022 Jan 12, 2023	BUY	$186.57 - $217.26 $208,771 - $243,113	1,119 Added 7.18%	16,701 $0
Q3 2022 Oct 11, 2022	SELL	$187.98 - $227.42 $46,055 - $55,717	-245 Reduced 1.55%	15,582 $2.93 Million
Q2 2022 Jul 14, 2022	BUY	$190.36 - $240.41 $35,406 - $44,716	186 Added 1.19%	15,827 $3.12 Million
Q1 2022 Apr 20, 2022	SELL	$219.86 - $253.39 $155,880 - $179,653	-709 Reduced 4.34%	15,641 $3.72 Million
Q4 2021 Feb 01, 2022	SELL	$236.98 - $261.2 $126,073 - $138,958	-532 Reduced 3.15%	16,350 $4.17 Million
Q3 2021 Nov 08, 2021	BUY	$229.88 - $249.8 $2.08 Million - $2.26 Million	9,034 Added 115.11%	16,882 $4 Million
Q2 2021 Aug 10, 2021	SELL	$223.23 - $238.25 $101,792 - $108,642	-456 Reduced 5.49%	7,848 $1.86 Million
Q1 2021 May 11, 2021	SELL	$203.74 - $225.89 $125,096 - $138,696	-614 Reduced 6.88%	8,304 $1.84 Million
Q4 2020 Feb 09, 2021	SELL	$176.14 - $208.21 $247,652 - $292,743	-1,406 Reduced 13.62%	8,918 $1.84 Million
Q3 2020 Nov 09, 2020	SELL	$164.39 - $185.0 $402,426 - $452,880	-2,448 Reduced 19.17%	10,324 $1.82 Million
Q2 2020 Aug 14, 2020	BUY	$124.34 - $175.42 $1.2 Million - $1.69 Million	9,614 Added 304.43%	12,772 $2.09 Million
Q1 2020 May 14, 2020	BUY	$112.37 - $186.27 $48,319 - $80,096	430 Added 15.76%	3,158 $416,000
Q4 2019 Feb 13, 2020	BUY	$162.13 - $178.73 $442,290 - $487,575	2,728 New	2,728 $486,000

Others Institutions Holding VO

# of Institutions

2,301

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Industry ETFs

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Marcum Wealth, LLC Vanguard Mid Cap ETF Transaction History