Principle Wealth Partners LLC Vanguard Mid Cap ETF Transaction History

Principle Wealth Partners LLC

$1.45 Billion
Q2 2025

A detailed history of Principle Wealth Partners LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Principle Wealth Partners LLC holds 30,916 shares of VO stock, worth $9.04 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

30,916

Previous 31,541 1.98%

Holding current value

$9.04 Million

Previous $8.16 Million 6.06%

% of portfolio

0.6%

Previous 0.63%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$228.54 - $279.83 $142,837 - $174,893	-625 Reduced 1.98%	30,916 $8.65 Million
Q1 2025 May 06, 2025	SELL	$251.87 - $277.95 $97,221 - $107,288	-386 Reduced 1.21%	31,541 $8.16 Million
Q4 2024 Jan 29, 2025	BUY	$261.5 - $284.63 $140,948 - $153,415	539 Added 1.72%	31,927 $8.43 Million
Q3 2024 Nov 13, 2024	BUY	$237.84 - $263.83 $129,622 - $143,787	545 Added 1.77%	31,388 $8.28 Million
Q2 2024 Aug 13, 2024	SELL	$234.99 - $248.98 $331,335 - $351,061	-1,410 Reduced 4.37%	30,843 $7.47 Million
Q1 2024 Apr 23, 2024	BUY	$225.86 - $249.86 $21,908 - $24,236	97 Added 0.3%	32,253 $8.06 Million
Q4 2023 Feb 05, 2024	SELL	$195.66 - $233.95 $672,092 - $803,618	-3,435 Reduced 9.65%	32,156 $7.48 Million
Q3 2023 Nov 01, 2023	SELL	$206.6 - $228.23 $125,406 - $138,535	-607 Reduced 1.68%	35,591 $7.41 Million
Q2 2023 Jul 31, 2023	BUY	$203.43 - $220.16 $462,803 - $500,864	2,275 Added 6.71%	36,198 $7.97 Million
Q1 2023 May 10, 2023	BUY	$200.2 - $225.98 $717,717 - $810,138	3,585 Added 11.82%	33,923 $7.16 Million
Q4 2022 Feb 02, 2023	BUY	$186.57 - $217.26 $589,934 - $686,976	3,162 Added 11.64%	30,338 $6.18 Million
Q3 2022 Nov 14, 2022	BUY	$187.98 - $227.42 $1.6 Million - $1.94 Million	8,535 Added 45.79%	27,176 $5.11 Million
Q2 2022 Aug 02, 2022	BUY	$190.36 - $240.41 $1.12 Million - $1.42 Million	5,890 Added 46.19%	18,641 $3.67 Million
Q1 2022 May 12, 2022	BUY	$219.86 - $253.39 $669,693 - $771,825	3,046 Added 31.39%	12,751 $3.03 Million
Q4 2021 Feb 11, 2022	BUY	$236.98 - $261.2 $45,974 - $50,672	194 Added 2.04%	9,705 $2.47 Million
Q3 2021 Nov 16, 2021	BUY	$229.88 - $249.8 $2,758 - $2,997	12 Added 0.13%	9,511 $2.25 Million
Q2 2021 Aug 13, 2021	SELL	$223.23 - $238.25 $30,805 - $32,878	-138 Reduced 1.43%	9,499 $2.26 Million
Q1 2021 May 18, 2021	BUY	$203.74 - $225.89 $360,619 - $399,825	1,770 Added 22.5%	9,637 $2.13 Million
Q4 2020 Feb 16, 2021	BUY	$176.14 - $208.21 $1.39 Million - $1.64 Million	7,867 New	7,867 $1.63 Million
Q3 2020 Nov 16, 2020	SELL	$164.39 - $185.0 $30,083 - $33,855	-183 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$124.34 - $175.42 $22,754 - $32,101	183 New	183 $30,000
Q1 2020 May 13, 2020	SELL	$112.37 - $186.27 $316,321 - $524,350	-2,815 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$162.13 - $178.73 $108,627 - $119,749	670 Added 31.24%	2,815 $502,000
Q2 2019 Nov 05, 2019	BUY	N/A	2,145 New	2,145 $359,000

Others Institutions Holding VO

# of Institutions

2,453

Shares Held

212M

Call Options Held

71.5K

Put Options Held

24.9K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Account

Principle Wealth Partners LLC Vanguard Mid Cap ETF Transaction History