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

National Wealth Management Group, LLC

$131 Billion
Q2 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 1,180 shares of VO stock, worth $303,484. This represents 0.22% of its overall portfolio holdings.

Number of Shares

1,180

Previous 2,072 43.05%

Holding current value

$303,484

Previous $518 Million 44.82%

% of portfolio

0.22%

Previous 0.4%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,016

Shares Held

171M

Call Options Held

58.4K

Put Options Held

26K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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