One Wealth Management Investment & Advisory Services, LLC Vanguard Mid Cap ETF Transaction History

One Wealth Management Investment & Advisory Services, LLC

$63.1 Billion
Q4 2024

A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 1,347 shares of VO stock, worth $371,246. This represents 0.56% of its overall portfolio holdings.

Number of Shares

1,347

Previous 1,353 0.44%

Holding current value

$371,246

Previous $357 Million 0.33%

% of portfolio

0.56%

Previous 0.63%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$261.5 - $284.63 $1,569 - $1,707	-6 Reduced 0.44%	1,347 $356 Million
Q3 2024 Nov 06, 2024	SELL	$237.84 - $263.83 $17,362 - $19,259	-73 Reduced 5.12%	1,353 $357 Million
Q2 2024 Aug 06, 2024	SELL	$234.99 - $248.98 $16,684 - $17,677	-71 Reduced 4.74%	1,426 $345 Million
Q1 2024 May 14, 2024	SELL	$225.86 - $249.86 $178,429 - $197,389	-790 Reduced 34.54%	1,497 $374 Million
Q4 2023 Jan 25, 2024	BUY	$195.66 - $233.95 $447,474 - $535,043	2,287 New	2,287 $532 Million

Others Institutions Holding VO

# of Institutions

2,149

Shares Held

174M

Call Options Held

52.1K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

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One Wealth Management Investment & Advisory Services, LLC Vanguard Mid Cap ETF Transaction History