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

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$5.89 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.25 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$3.83 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.16 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$1.95 Billion
0.14% of portfolio

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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