Moneywise, Inc. Vanguard Mid Cap ETF Transaction History

Moneywise, Inc.

$193 Million
Q3 2024

A detailed history of Moneywise, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Moneywise, Inc. holds 9,939 shares of VO stock, worth $2.8 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares

9,939

Previous 10,186 2.42%

Holding current value

$2.8 Million

Previous $2.47 Million 6.33%

% of portfolio

1.36%

Previous 1.36%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$237.84 - $263.83 $58,746 - $65,166	-247 Reduced 2.42%	9,939 $2.62 Million
Q2 2024 Jul 17, 2024	SELL	$234.99 - $248.98 $62,272 - $65,979	-265 Reduced 2.54%	10,186 $2.47 Million
Q1 2024 Apr 22, 2024	SELL	$225.86 - $249.86 $353,470 - $391,030	-1,565 Reduced 13.02%	10,451 $2.61 Million
Q4 2023 Jan 29, 2024	SELL	$195.66 - $233.95 $367,840 - $439,826	-1,880 Reduced 13.53%	12,016 $2.8 Million
Q3 2023 Oct 23, 2023	SELL	$206.6 - $228.23 $277,670 - $306,741	-1,344 Reduced 8.82%	13,896 $2.89 Million
Q2 2023 Jul 24, 2023	SELL	$203.43 - $220.16 $160,506 - $173,706	-789 Reduced 4.92%	15,240 $3.36 Million
Q1 2023 Apr 21, 2023	BUY	$200.2 - $225.98 $59,259 - $66,890	296 Added 1.88%	16,029 $3.38 Million
Q4 2022 Jan 30, 2023	SELL	$186.57 - $217.26 $63,060 - $73,433	-338 Reduced 2.1%	15,733 $3.21 Million
Q3 2022 Nov 03, 2022	BUY	$187.98 - $227.42 $14,098 - $17,056	75 Added 0.47%	16,071 $3.02 Million
Q2 2022 Aug 02, 2022	BUY	$190.36 - $240.41 $66,435 - $83,903	349 Added 2.23%	15,996 $3.15 Million
Q1 2022 Apr 20, 2022	SELL	$219.86 - $253.39 $26,603 - $30,660	-121 Reduced 0.77%	15,647 $3.72 Million
Q4 2021 Jan 12, 2022	SELL	$236.98 - $261.2 $536,048 - $590,834	-2,262 Reduced 12.55%	15,768 $4.02 Million
Q3 2021 Oct 12, 2021	BUY	$229.88 - $249.8 $69,883 - $75,939	304 Added 1.71%	18,030 $4.27 Million
Q2 2021 Jul 22, 2021	SELL	$223.23 - $238.25 $148,671 - $158,674	-666 Reduced 3.62%	17,726 $4.21 Million
Q1 2021 Apr 14, 2021	SELL	$203.74 - $225.89 $32,802 - $36,368	-161 Reduced 0.87%	18,392 $4.07 Million
Q4 2020 Jan 15, 2021	BUY	$176.14 - $208.21 $70,808 - $83,700	402 Added 2.21%	18,553 $3.84 Million
Q3 2020 Oct 13, 2020	BUY	$164.39 - $185.0 $253,653 - $285,455	1,543 Added 9.29%	18,151 $3.2 Million
Q2 2020 Jul 10, 2020	BUY	$124.34 - $175.42 $1.46 Million - $2.06 Million	11,736 Added 240.89%	16,608 $2.72 Million
Q1 2020 Apr 13, 2020	BUY	$112.37 - $186.27 $547,466 - $907,507	4,872 New	4,872 $641,000

Others Institutions Holding VO

# of Institutions

2,089

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

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 Moneywise, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Moneywise, Inc. with notifications on news.

Account