A detailed history of One Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, One Wealth Advisors, LLC holds 923 shares of VO stock, worth $256,289. This represents 0.04% of its overall portfolio holdings.

Number of Shares
923
Previous 923 -0.0%
Holding current value
$256,289
Previous $223,000 8.97%
% of portfolio
0.04%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

BUY
$195.66 - $233.95 $180,594 - $215,935
923 New
923 $214,000
Q2 2023

Aug 14, 2023

BUY
$203.43 - $220.16 $191,224 - $206,950
940 New
940 $206,000
Q4 2022

Feb 14, 2023

BUY
$186.57 - $217.26 $176,495 - $205,527
946 New
946 $192,000
Q2 2022

Aug 15, 2022

SELL
$190.36 - $240.41 $261,173 - $329,842
-1,372 Closed
0 $0
Q4 2021

Feb 14, 2022

SELL
$236.98 - $261.2 $46,448 - $51,195
-196 Reduced 12.5%
1,372 $350,000
Q2 2021

Aug 16, 2021

SELL
$223.23 - $238.25 $10,491 - $11,197
-47 Reduced 2.91%
1,568 $372,000
Q1 2021

May 17, 2021

SELL
$203.74 - $225.89 $100,036 - $110,911
-491 Reduced 23.31%
1,615 $357,000
Q4 2020

Feb 16, 2021

SELL
$176.14 - $208.21 $6,341 - $7,495
-36 Reduced 1.68%
2,106 $435,000
Q3 2020

Nov 16, 2020

BUY
$164.39 - $185.0 $141,211 - $158,915
859 Added 66.95%
2,142 $378,000
Q2 2020

Aug 14, 2020

SELL
$124.34 - $175.42 $314,082 - $443,110
-2,526 Reduced 66.32%
1,283 $210,000
Q1 2020

May 15, 2020

BUY
$112.37 - $186.27 $428,017 - $709,502
3,809 New
3,809 $501,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track One Wealth Advisors, LLC Portfolio

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

News

Stay updated on One Wealth Advisors, LLC with notifications on news.