Relaxing Retirement Coach Vanguard Mid Cap ETF Transaction History

Relaxing Retirement Coach

$320 Million
Q2 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 07, 2018	SELL	N/A	-2,370 Closed	0 $0
Q1 2018 May 11, 2018	SELL	N/A	-1,999 Reduced 45.75%	2,370 $365,000
Q4 2017 Feb 09, 2018	BUY	N/A	4,369	4,369 $677,000

Others Institutions Holding VO

# of Institutions

1,960

Shares Held

167M

Call Options Held

224K

Put Options Held

28.5K

Wells Fargo & Company San Francisco, CA

23.6M
Shares

$5.85 Billion
1.44% of portfolio
Bank Of America Corp Charlotte, NC

15.7M
Shares

$3.9 Billion
0.37% of portfolio
Jones Financial Companies Lllp

10.5M
Shares

$2.6 Billion
3.57% of portfolio
Creative Planning Overland Park, KS

8.25M
Shares

$2.05 Billion
2.29% of portfolio
Morgan Stanley New York, NY

7.2M
Shares

$1.79 Billion
0.15% of portfolio

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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