A detailed history of Naviter Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Naviter Wealth, LLC holds 1,251 shares of VO stock, worth $342,198. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,251
Previous 1,219 2.63%
Holding current value
$342,198
Previous $295,000 11.86%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD MID-CAP ETF


  • 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.