Melone Private Wealth, LLC Vanguard Mid Cap ETF Transaction History

Melone Private Wealth, LLC

$167 Million
Q1 2024

A detailed history of Melone Private Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Melone Private Wealth, LLC holds 3,524 shares of VO stock, worth $853,301. This represents 0.53% of its overall portfolio holdings.

Number of Shares

3,524

Previous 3,516 0.23%

Holding current value

$853,301

Previous $817,000 7.71%

% of portfolio

0.53%

Previous 0.52%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$225.86 - $249.86 $1,806 - $1,998	8 Added 0.23%	3,524 $880,000
Q4 2023 Jan 12, 2024	SELL	$195.66 - $233.95 $18,196 - $21,757	-93 Reduced 2.58%	3,516 $817,000
Q3 2023 Oct 10, 2023	BUY	$206.6 - $228.23 $8,470 - $9,357	41 Added 1.15%	3,609 $751,000
Q2 2023 Jul 27, 2023	BUY	$203.43 - $220.16 $203 - $220	1 Added 0.03%	3,568 $785,000
Q1 2023 Apr 20, 2023	SELL	$200.2 - $225.98 $242,041 - $273,209	-1,209 Reduced 25.31%	3,567 $752,000

Q4 2022 Jan 19, 2023	SELL	$199.06 - $217.26 $8,758 - $9,559	-44 Reduced 0.91%	4,776 $0
Q3 2022 Oct 14, 2022	SELL	N/A	-13 Reduced 0.27%	4,820 $952,000
Q1 2022 Apr 29, 2022	SELL	N/A	-374 Reduced 7.18%	4,833 $1.09 Million
Q4 2021 Jan 21, 2022	BUY	N/A	5,207 New	5,207 $1.33 Million

Others Institutions Holding VO

# of Institutions

1,964

Shares Held

167M

Call Options Held

224K

Put Options Held

206K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Melone Private Wealth, LLC Vanguard Mid Cap ETF Transaction History