Marshall Financial Group Inc Vanguard Mid Cap ETF Transaction History

Marshall Financial Group Inc

$327 Million
Q4 2024

A detailed history of Marshall Financial Group Inc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Marshall Financial Group Inc holds 61,394 shares of VO stock, worth $16.6 Million. This represents 4.95% of its overall portfolio holdings.

Number of Shares

61,394

Previous 60,619 1.28%

Holding current value

$16.6 Million

Previous $16 Million 1.39%

% of portfolio

4.95%

Previous 4.83%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$261.5 - $284.63 $202,662 - $220,588	775 Added 1.28%	61,394 $16.2 Million
Q3 2024 Nov 04, 2024	BUY	$237.84 - $263.83 $561,540 - $622,902	2,361 Added 4.05%	60,619 $16 Million
Q2 2024 Aug 09, 2024	SELL	$234.99 - $248.98 $27,493 - $29,130	-117 Reduced 0.2%	58,258 $14.1 Million
Q1 2024 May 08, 2024	BUY	$225.86 - $249.86 $153,584 - $169,904	680 Added 1.18%	58,375 $14.6 Million
Q4 2023 Feb 07, 2024	BUY	$195.66 - $233.95 $549,413 - $656,931	2,808 Added 5.12%	57,695 $13.4 Million
Q3 2023 Nov 02, 2023	BUY	$206.6 - $228.23 $126,852 - $140,133	614 Added 1.13%	54,887 $11.4 Million
Q2 2023 Aug 10, 2023	BUY	$203.43 - $220.16 $373,090 - $403,773	1,834 Added 3.5%	54,273 $11.9 Million
Q1 2023 May 02, 2023	BUY	$200.2 - $225.98 $212,212 - $239,538	1,060 Added 2.06%	52,439 $11.1 Million
Q4 2022 Feb 03, 2023	BUY	$186.57 - $217.26 $692,547 - $806,469	3,712 Added 7.79%	51,379 $10.5 Million
Q3 2022 Nov 14, 2022	BUY	$187.98 - $227.42 $737,257 - $891,941	3,922 Added 8.97%	47,667 $8.96 Million
Q2 2022 Aug 10, 2022	BUY	$190.36 - $240.41 $841,962 - $1.06 Million	4,423 Added 11.25%	43,745 $8.62 Million
Q1 2022 May 10, 2022	BUY	$219.86 - $253.39 $483,911 - $557,711	2,201 Added 5.93%	39,322 $9.35 Million
Q4 2021 Feb 08, 2022	BUY	$236.98 - $261.2 $232,240 - $255,976	980 Added 2.71%	37,121 $9.46 Million
Q3 2021 Nov 15, 2021	BUY	$229.88 - $249.8 $241,833 - $262,789	1,052 Added 3.0%	36,141 $8.56 Million
Q2 2021 Jul 29, 2021	SELL	$223.23 - $238.25 $74,112 - $79,099	-332 Reduced 0.94%	35,089 $8.33 Million
Q1 2021 May 10, 2021	BUY	$203.74 - $225.89 $410,536 - $455,168	2,015 Added 6.03%	35,421 $7.84 Million
Q4 2020 Feb 04, 2021	BUY	$176.14 - $208.21 $804,431 - $950,895	4,567 Added 15.84%	33,406 $6.91 Million
Q3 2020 Nov 10, 2020	BUY	$164.39 - $185.0 $1.03 Million - $1.15 Million	6,237 Added 27.59%	28,839 $5.08 Million
Q2 2020 Jul 27, 2020	BUY	$124.34 - $175.42 $758,474 - $1.07 Million	6,100 Added 36.97%	22,602 $3.71 Million
Q1 2020 Apr 23, 2020	BUY	$112.37 - $186.27 $984,024 - $1.63 Million	8,757 Added 113.07%	16,502 $2.17 Million
Q4 2019 Feb 05, 2020	BUY	$162.13 - $178.73 $74,579 - $82,215	460 Added 6.31%	7,745 $1.38 Million
Q3 2019 Oct 30, 2019	BUY	$166.82 - $169.81 $4,003 - $4,075	24 Added 0.33%	7,285 $1.22 Million
Q2 2019 Jul 23, 2019	BUY	N/A	1,481 Added 25.62%	7,261 $1.21 Million
Q1 2019 Apr 26, 2019	SELL	N/A	-316 Reduced 5.18%	5,780 $929,000
Q4 2018 Feb 11, 2019	BUY	N/A	6,096 New	6,096 $842,000

Others Institutions Holding VO

# of Institutions

2,287

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

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Marshall Financial Group Inc Vanguard Mid Cap ETF Transaction History