Morling Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History

Morling Financial Advisors, LLC

  • $260 Million
  • Q2 2025

A detailed history of Morling Financial Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 651 shares of VO stock, worth $190,456. This represents 0.07% of its overall portfolio holdings.

Number of Shares
651
Previous 651 -0.0%
Holding current value
$190,456
Previous $168,000 8.33%
% of portfolio
0.07%
Previous 0.06%

Shares

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

May 06, 2025
SELL
$251.87 - $277.95 $2,518 - $2,779
-10 Reduced 1.51%
651 $168,000
Q4 2024

Feb 07, 2025
BUY
$261.5 - $284.63 $2,615 - $2,846
10 Added 1.54%
661 $174,000
Q1 2024

May 13, 2024
SELL
$225.86 - $249.86 $3,387 - $3,747
-15 Reduced 2.25%
651 $162,000
Q4 2023

Feb 02, 2024
BUY
$195.66 - $233.95 $2,934 - $3,509
15 Added 2.3%
666 $154,000
Q2 2023

Jul 28, 2023
BUY
$203.43 - $220.16 $203 - $220
1 Added 0.15%
651 $143,000
Q4 2021

Feb 04, 2022
BUY
$236.98 - $261.2 $154,037 - $169,780
650 New
650 $166,000

Others Institutions Holding VO

# of Institutions
2,463
Shares Held
212M
Call Options Held
71.5K
Put Options Held
24.9K
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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