Mission Wealth Management, LP Vanguard Mid Cap ETF Transaction History

Mission Wealth Management, LP

$4.01 Billion
Q1 2025

A detailed history of Mission Wealth Management, LP transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Mission Wealth Management, LP holds 3,653 shares of VO stock, worth $926,875. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,653

Previous 3,687 0.92%

Holding current value

$926,875

Previous $973,000 3.49%

% of portfolio

0.02%

Previous 0.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$251.87 - $277.95 $8,563 - $9,450	-34 Reduced 0.92%	3,653 $939,000
Q4 2024 Feb 06, 2025	SELL	$261.5 - $284.63 $10,460 - $11,385	-40 Reduced 1.07%	3,687 $973,000
Q3 2024 Oct 31, 2024	BUY	$237.84 - $263.83 $93,471 - $103,685	393 Added 11.79%	3,727 $983,000
Q2 2024 Aug 02, 2024	SELL	$234.99 - $248.98 $752,672 - $797,482	-3,203 Reduced 49.0%	3,334 $807,000
Q1 2024 Apr 30, 2024	BUY	$225.86 - $249.86 $836,359 - $925,231	3,703 Added 130.66%	6,537 $1.63 Million
Q4 2023 Feb 05, 2024	SELL	$195.66 - $233.95 $14,087 - $16,844	-72 Reduced 2.48%	2,834 $659,000
Q3 2023 Oct 23, 2023	BUY	$206.6 - $228.23 $17,767 - $19,627	86 Added 3.05%	2,906 $605,000
Q2 2023 Aug 04, 2023	SELL	$203.43 - $220.16 $68,962 - $74,634	-339 Reduced 10.73%	2,820 $620,000
Q1 2023 Apr 07, 2023	SELL	$200.2 - $225.98 $175,575 - $198,184	-877 Reduced 21.73%	3,159 $666,000
Q4 2022 Feb 02, 2023	SELL	$186.57 - $217.26 $50,933 - $59,311	-273 Reduced 6.34%	4,036 $822,000
Q3 2022 Oct 12, 2022	BUY	$187.98 - $227.42 $49,814 - $60,266	265 Added 6.55%	4,309 $810,000
Q2 2022 Jul 27, 2022	BUY	$190.36 - $240.41 $52,539 - $66,353	276 Added 7.32%	4,044 $797,000
Q1 2022 Apr 25, 2022	BUY	$219.86 - $253.39 $39,574 - $45,610	180 Added 5.02%	3,768 $896,000
Q4 2021 Feb 11, 2022	BUY	$236.98 - $261.2 $361,394 - $398,330	1,525 Added 73.92%	3,588 $914,000
Q3 2021 Nov 05, 2021	SELL	$229.88 - $249.8 $120,916 - $131,394	-526 Reduced 20.32%	2,063 $488,000
Q2 2021 Aug 10, 2021	BUY	$223.23 - $238.25 $2,009 - $2,144	9 Added 0.35%	2,589 $615,000
Q1 2021 May 10, 2021	SELL	$203.74 - $225.89 $10,390 - $11,520	-51 Reduced 1.94%	2,580 $571,000
Q4 2020 Jan 19, 2021	BUY	$176.14 - $208.21 $20,784 - $24,568	118 Added 4.7%	2,631 $544,000
Q3 2020 Oct 16, 2020	BUY	$164.39 - $185.0 $328 - $370	2 Added 0.08%	2,513 $443,000
Q1 2020 Apr 10, 2020	BUY	$112.37 - $186.27 $45,622 - $75,625	406 Added 19.29%	2,511 $331,000
Q4 2019 Jan 21, 2020	BUY	$162.13 - $178.73 $648 - $714	4 Added 0.19%	2,105 $375,000
Q3 2019 Oct 16, 2019	BUY	$166.82 - $169.81 $109,100 - $111,055	654 Added 45.2%	2,101 $352,000
Q2 2019 Aug 09, 2019	SELL	N/A	-85 Reduced 5.55%	1,447 $242,000
Q1 2019 May 14, 2019	BUY	N/A	1,532 New	1,532 $246,000
Q4 2018 Feb 08, 2019	SELL	N/A	-1,604 Closed	0 $0
Q3 2018 Nov 01, 2018	BUY	N/A	217 Added 15.65%	1,604 $263,000
Q3 2017 Nov 13, 2017	BUY	N/A	1,387	1,387 $204,000

Others Institutions Holding VO

# of Institutions

2,328

Shares Held

190M

Call Options Held

55.1K

Put Options Held

18K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Mission Wealth Management, LP Vanguard Mid Cap ETF Transaction History