Naples Global Advisors, LLC Vanguard Mid Cap ETF Transaction History

Naples Global Advisors, LLC

  • $1.04 Billion
  • Q4 2024

A detailed history of Naples Global Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Naples Global Advisors, LLC holds 1,624 shares of VO stock, worth $417,871. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,624
Previous 2,604 37.63%
Holding current value
$417,871
Previous $687,000 37.7%
% of portfolio
0.04%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$261.5 - $284.63 $256,270 - $278,937
-980 Reduced 37.63%
1,624 $428,000
Q2 2024

Jul 18, 2024
BUY
$234.99 - $248.98 $5,874 - $6,224
25 Added 0.97%
2,604 $630,000
Q4 2023

Jan 11, 2024
BUY
$195.66 - $233.95 $107,613 - $128,672
550 Added 27.11%
2,579 $599,000
Q3 2023

Oct 16, 2023
BUY
$206.6 - $228.23 $1,033 - $1,141
5 Added 0.25%
2,029 $422,000
Q2 2023

Jul 17, 2023
BUY
$203.43 - $220.16 $60,825 - $65,827
299 Added 17.33%
2,024 $445,000
Q2 2021

Aug 06, 2021
SELL
$223.23 - $238.25 $669 - $714
-3 Reduced 0.17%
1,725 $409,000
Q1 2021

May 10, 2021
BUY
$203.74 - $225.89 $1,018 - $1,129
5 Added 0.29%
1,728 $382,000
Q4 2020

Feb 08, 2021
BUY
$176.14 - $208.21 $35,228 - $41,642
200 Added 13.13%
1,723 $356,000
Q2 2020

Aug 04, 2020
BUY
$124.34 - $175.42 $373 - $526
3 Added 0.2%
1,523 $250,000
Q1 2020

Apr 27, 2020
SELL
$112.37 - $186.27 $11,237 - $18,627
-100 Reduced 6.17%
1,520 $200,000
Q4 2019

Feb 05, 2020
SELL
$162.13 - $178.73 $99,061 - $109,204
-611 Reduced 27.39%
1,620 $289,000
Q3 2019

Oct 28, 2019
BUY
$166.82 - $169.81 $137,793 - $140,263
826 Added 58.79%
2,231 $374,000
Q2 2019

Jul 10, 2019
BUY
N/A
50 Added 3.69%
1,405 $235,000
Q1 2019

Apr 29, 2019
BUY
N/A
1,355 New
1,355 $218,000

Others Institutions Holding VO

# of Institutions
2,303
Shares Held
188M
Call Options Held
55.1K
Put Options Held
17.1K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Naples Global Advisors, LLC Portfolio

Follow Naples Global Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Naples Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naples Global Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email