National Wealth Management Group, LLC Vanguard Mid Cap ETF Transaction History

National Wealth Management Group, LLC

  • $150 Billion
  • Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 1,437 shares of VO stock, worth $388,722. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,437
Previous 1,338 7.4%
Holding current value
$388,722
Previous $353 Million 7.55%
% of portfolio
0.25%
Previous 0.24%

Shares

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

Feb 12, 2025
BUY
$261.5 - $284.63 $25,888 - $28,178
99 Added 7.4%
1,437 $380 Million
Q3 2024

Nov 13, 2024
BUY
$237.84 - $263.83 $37,578 - $41,685
158 Added 13.39%
1,338 $353 Million
Q2 2024

Aug 09, 2024
SELL
$234.99 - $248.98 $209,611 - $222,090
-892 Reduced 43.05%
1,180 $286 Million
Q1 2024

May 17, 2024
BUY
$225.86 - $249.86 $8,808 - $9,744
39 Added 1.92%
2,072 $518 Million
Q4 2023

Feb 01, 2024
BUY
$195.66 - $233.95 $24,848 - $29,711
127 Added 6.66%
2,033 $473 Million
Q2 2023

Aug 09, 2023
BUY
$203.43 - $220.16 $12,816 - $13,870
63 Added 3.42%
1,906 $422 Million
Q1 2023

May 15, 2023
BUY
$200.2 - $225.98 $368,968 - $416,481
1,843 New
1,843 $379 Million
Q4 2022

Nov 17, 2023
BUY
$186.57 - $217.26 $27,798 - $32,371
149 Added 7.05%
2,263 $461 Million
Q3 2022

Nov 17, 2023
BUY
$187.98 - $227.42 $39,099 - $47,303
208 Added 10.91%
2,114 $397 Million

Others Institutions Holding VO

# of Institutions
2,293
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
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