Newman & Schimel, LLC Vanguard Mid Cap ETF Transaction History

Newman & Schimel, LLC

$221 Million
Q4 2022

A detailed history of Newman & Schimel, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Newman & Schimel, LLC holds 3,039 shares of VO stock, worth $819,770. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,039

Previous 3,435 11.53%

Holding current value

$819,770

Previous $646,000 4.18%

% of portfolio

0.28%

Previous 0.32%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	SELL	$186.57 - $217.26 $73,881 - $86,034	-396 Reduced 11.53%	3,039 $0
Q3 2022 Oct 25, 2022	BUY	$187.98 - $227.42 $1,127 - $1,364	6 Added 0.17%	3,435 $646,000
Q2 2022 Jul 14, 2022	SELL	$190.36 - $240.41 $50,826 - $64,189	-267 Reduced 7.22%	3,429 $675,000
Q1 2022 Apr 15, 2022	BUY	$219.86 - $253.39 $47,489 - $54,732	216 Added 6.21%	3,696 $879,000
Q4 2021 Jan 18, 2022	BUY	$236.98 - $261.2 $119,200 - $131,383	503 Added 16.9%	3,480 $887,000
Q3 2021 Oct 07, 2021	BUY	$229.88 - $249.8 $153,100 - $166,366	666 Added 28.82%	2,977 $705,000
Q1 2021 Apr 08, 2021	BUY	$203.74 - $225.89 $407 - $451	2 Added 0.09%	2,311 $511,000
Q4 2020 Jan 21, 2021	BUY	$176.14 - $208.21 $406,707 - $480,756	2,309 New	2,309 $477,000

Others Institutions Holding VO

# of Institutions

2,351

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Newman & Schimel, LLC Vanguard Mid Cap ETF Transaction History