Naviter Wealth, LLC Vanguard Mid Cap ETF Transaction History

Naviter Wealth, LLC

  • $809 Million
  • Q1 2025

A detailed history of Naviter Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Naviter Wealth, LLC holds 1,250 shares of VO stock, worth $316,337. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,250
Previous 1,251 0.08%
Holding current value
$316,337
Previous $330,000 2.12%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 25, 2025
SELL
$251.87 - $277.95 $251 - $277
-1 Reduced 0.08%
1,250 $323,000
Q3 2024

Oct 16, 2024
BUY
$237.84 - $263.83 $7,610 - $8,442
32 Added 2.63%
1,251 $330,000
Q2 2024

Aug 01, 2024
BUY
$234.99 - $248.98 $44,648 - $47,306
190 Added 18.46%
1,219 $295,000
Q1 2024

Apr 18, 2024
SELL
$225.86 - $249.86 $47,882 - $52,970
-212 Reduced 17.08%
1,029 $257,000
Q4 2023

Feb 05, 2024
BUY
$195.66 - $233.95 $242,814 - $290,331
1,241 New
1,241 $288,000

Others Institutions Holding VO

# of Institutions
2,334
Shares Held
189M
Call Options Held
55.1K
Put Options Held
18K
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 Naviter Wealth, LLC Portfolio

Follow Naviter Wealth, 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 Naviter Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naviter Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email