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 $4.28 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

16,456

Previous 16,555 0.6%

Holding current value

$4.28 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

2,305

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

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 Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Account

Marcum Wealth, LLC Vanguard Mid Cap ETF Transaction History