Monterey Private Wealth, Inc. Vanguard Mid Cap ETF Transaction History

Monterey Private Wealth, Inc.

  • $338 Million
  • Q1 2025

A detailed history of Monterey Private Wealth, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 3,370 shares of VO stock, worth $918,257. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,370
Previous 3,415 1.32%
Holding current value
$918,257
Previous $902,000 3.44%
% of portfolio
0.26%
Previous 0.3%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$251.87 - $277.95 $11,334 - $12,507
-45 Reduced 1.32%
3,370 $871,000
Q4 2024

Jan 16, 2025
BUY
$261.5 - $284.63 $134,149 - $146,015
513 Added 17.68%
3,415 $902,000
Q3 2024

Oct 03, 2024
SELL
$237.84 - $263.83 $20,692 - $22,953
-87 Reduced 2.91%
2,902 $765,000
Q2 2024

Jul 08, 2024
SELL
$234.99 - $248.98 $36,893 - $39,089
-157 Reduced 4.99%
2,989 $723,000
Q1 2024

Apr 09, 2024
BUY
$225.86 - $249.86 $123,319 - $136,423
546 Added 21.0%
3,146 $786,000
Q4 2023

Jan 12, 2024
SELL
$195.66 - $233.95 $31,109 - $37,198
-159 Reduced 5.76%
2,600 $604,000
Q3 2023

Oct 10, 2023
SELL
$206.6 - $228.23 $2,892 - $3,195
-14 Reduced 0.5%
2,759 $574,000
Q2 2023

Jul 11, 2023
BUY
$203.43 - $220.16 $31,531 - $34,124
155 Added 5.92%
2,773 $610,000
Q1 2023

Apr 06, 2023
BUY
$200.2 - $225.98 $100,900 - $113,893
504 Added 23.84%
2,618 $552,000
Q4 2022

Jan 20, 2023
SELL
$186.57 - $217.26 $13,246 - $15,425
-71 Reduced 3.25%
2,114 $0
Q3 2022

Oct 11, 2022
SELL
$187.98 - $227.42 $23,121 - $27,972
-123 Reduced 5.33%
2,185 $414,000
Q2 2022

Jul 13, 2022
SELL
$190.36 - $240.41 $421,076 - $531,786
-2,212 Reduced 48.94%
2,308 $455,000
Q1 2022

Apr 08, 2022
BUY
$219.86 - $253.39 $507,436 - $584,824
2,308 Added 104.34%
4,520 $572,000
Q4 2021

Jan 18, 2022
BUY
$236.98 - $261.2 $52,135 - $57,464
220 Added 11.04%
2,212 $564,000
Q3 2021

Oct 08, 2021
BUY
$229.88 - $249.8 $124,135 - $134,892
540 Added 37.19%
1,992 $476,000
Q2 2021

Aug 30, 2021
BUY
$223.23 - $238.25 $892 - $953
4 Added 0.28%
1,452 $345,000
Q1 2021

Apr 28, 2021
BUY
$203.74 - $225.89 $70,086 - $77,706
344 Added 31.16%
1,448 $339,000
Q4 2020

Feb 16, 2021
BUY
$176.14 - $208.21 $194,458 - $229,863
1,104 New
1,104 $228,000

Others Institutions Holding VO

# of Institutions
2,352
Shares Held
196M
Call Options Held
69.3K
Put Options Held
25.1K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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