Marcum Wealth, LLC Vanguard Mid Cap ETF Transaction History

Marcum Wealth, LLC

  • $988 Million
  • Q2 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 16,304 shares of VO stock, worth $4.11 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
16,304
Previous 16,392 0.54%
Holding current value
$4.11 Million
Previous $4.1 Million 3.61%
% of portfolio
0.4%
Previous 0.42%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$199.06 - $217.26 $222,748 - $243,113
1,119 Added 7.18%
16,701 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-245 Reduced 1.55%
15,582 $2.93 Million
Q2 2022

Jul 14, 2022
BUY
N/A
186 Added 1.19%
15,827 $3.12 Million
Q1 2022

Apr 20, 2022
SELL
N/A
-709 Reduced 4.34%
15,641 $3.72 Million
Q4 2021

Feb 01, 2022
SELL
N/A
-532 Reduced 3.15%
16,350 $4.17 Million
Q3 2021

Nov 08, 2021
BUY
N/A
9,034 Added 115.11%
16,882 $4 Million
Q2 2021

Aug 10, 2021
SELL
N/A
-456 Reduced 5.49%
7,848 $1.86 Million
Q1 2021

May 11, 2021
SELL
N/A
-614 Reduced 6.88%
8,304 $1.84 Million
Q4 2020

Feb 09, 2021
SELL
N/A
-1,406 Reduced 13.62%
8,918 $1.84 Million
Q3 2020

Nov 09, 2020
SELL
N/A
-2,448 Reduced 19.17%
10,324 $1.82 Million
Q2 2020

Aug 14, 2020
BUY
N/A
9,614 Added 304.43%
12,772 $2.09 Million
Q1 2020

May 14, 2020
BUY
N/A
430 Added 15.76%
3,158 $416,000
Q4 2019

Feb 13, 2020
BUY
N/A
2,728 New
2,728 $486,000

Others Institutions Holding VO

# of Institutions
2,014
Shares Held
171M
Call Options Held
58.4K
Put Options Held
26K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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