Mbl Wealth, LLC Vanguard Mid Cap ETF Transaction History

Mbl Wealth, LLC

$866 Million
Q3 2024

A detailed history of Mbl Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Mbl Wealth, LLC holds 22,603 shares of VO stock, worth $6.27 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

22,603

Previous 22,814 0.92%

Holding current value

$6.27 Million

Previous $5.52 Million 7.97%

% of portfolio

0.69%

Previous 0.66%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Jan 08, 2025	SELL	$237.84 - $263.83 $50,184 - $55,668	-211 Reduced 0.92%	22,603 $5.96 Million
Q2 2024 Jul 19, 2024	BUY	$234.99 - $248.98 $188,226 - $199,432	801 Added 3.64%	22,814 $5.52 Million
Q1 2024 Apr 22, 2024	BUY	$225.86 - $249.86 $892,147 - $986,947	3,950 Added 21.87%	22,013 $5.5 Million
Q4 2023 Jan 18, 2024	BUY	$195.66 - $233.95 $1.69 Million - $2.02 Million	8,635 Added 91.59%	18,063 $4.2 Million
Q3 2023 Oct 11, 2023	BUY	$206.6 - $228.23 $36,774 - $40,624	178 Added 1.92%	9,428 $1.96 Million
Q2 2023 Jul 17, 2023	BUY	$203.43 - $220.16 $40,075 - $43,371	197 Added 2.18%	9,250 $2.04 Million
Q1 2023 Apr 11, 2023	SELL	$200.2 - $225.98 $620,620 - $700,538	-3,100 Reduced 25.51%	9,053 $1.91 Million
Q4 2022 Jan 12, 2023	BUY	$186.57 - $217.26 $589,001 - $685,889	3,157 Added 35.09%	12,153 $2.48 Million
Q3 2022 Jan 12, 2023	SELL	$187.98 - $227.42 $149,444 - $180,798	-795 Reduced 8.12%	8,996 $1.69 Million
Q2 2022 Jan 12, 2023	BUY	$190.36 - $240.41 $141,818 - $179,105	745 Added 8.24%	9,791 $1.93 Million
Q1 2022 May 02, 2022	SELL	$219.86 - $253.39 $604,395 - $696,569	-2,749 Reduced 23.31%	9,046 $2.15 Million
Q3 2021 Oct 25, 2021	SELL	$229.88 - $249.8 $65,056 - $70,693	-283 Reduced 2.34%	11,795 $2.79 Million
Q1 2021 May 27, 2021	BUY	$203.74 - $225.89 $357,359 - $396,211	1,754 Added 16.99%	12,078 $2.67 Million
Q4 2020 Feb 16, 2021	BUY	$176.14 - $208.21 $1.82 Million - $2.15 Million	10,324 New	10,324 $2.14 Million

Others Institutions Holding VO

# of Institutions

2,283

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

News

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

Account