Ritholtz Wealth Management Vanguard Mid Cap ETF Transaction History

Ritholtz Wealth Management

$3.29 Billion
Q1 2025

A detailed history of Ritholtz Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Ritholtz Wealth Management holds 5,413 shares of VO stock, worth $1.37 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,413

Previous 5,499 1.56%

Holding current value

$1.37 Million

Previous $1.45 Million 4.2%

% of portfolio

0.04%

Previous 0.04%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$251.87 - $277.95 $21,660 - $23,903	-86 Reduced 1.56%	5,413 $1.39 Million
Q4 2024 Jan 14, 2025	SELL	$261.5 - $284.63 $38,179 - $41,555	-146 Reduced 2.59%	5,499 $1.45 Million
Q3 2024 Oct 10, 2024	BUY	$237.84 - $263.83 $55,892 - $62,000	235 Added 4.34%	5,645 $1.49 Million
Q2 2024 Jul 31, 2024	BUY	$234.99 - $248.98 $175,302 - $185,739	746 Added 15.99%	5,410 $1.31 Million
Q1 2024 Apr 24, 2024	BUY	$225.86 - $249.86 $326,593 - $361,297	1,446 Added 44.93%	4,664 $1.17 Million
Q4 2023 Jan 18, 2024	BUY	$195.66 - $233.95 $157,310 - $188,095	804 Added 33.31%	3,218 $748,000
Q3 2023 Oct 13, 2023	SELL	$206.6 - $228.23 $42,353 - $46,787	-205 Reduced 7.83%	2,414 $502,000
Q2 2023 Jul 14, 2023	BUY	$203.43 - $220.16 $36,413 - $39,408	179 Added 7.34%	2,619 $576,000
Q1 2023 Apr 19, 2023	BUY	$200.2 - $225.98 $7,807 - $8,813	39 Added 1.62%	2,440 $514,000
Q4 2022 Jan 18, 2023	SELL	$186.57 - $217.26 $134,330 - $156,427	-720 Reduced 23.07%	2,401 $0
Q3 2022 Oct 18, 2022	BUY	$187.98 - $227.42 $187 - $227	1 Added 0.03%	3,121 $587,000
Q2 2022 Jul 15, 2022	SELL	$190.36 - $240.41 $30,647 - $38,706	-161 Reduced 4.91%	3,120 $615,000
Q1 2022 Apr 14, 2022	BUY	$219.86 - $253.39 $36,276 - $41,809	165 Added 5.3%	3,281 $780,000
Q4 2021 Jan 18, 2022	SELL	$236.98 - $261.2 $18,721 - $20,634	-79 Reduced 2.47%	3,116 $794,000
Q3 2021 Oct 14, 2021	SELL	$229.88 - $249.8 $3,218 - $3,497	-14 Reduced 0.44%	3,195 $756,000
Q2 2021 Jul 20, 2021	BUY	$223.23 - $238.25 $240,418 - $256,595	1,077 Added 50.52%	3,209 $762,000
Q1 2021 May 12, 2021	SELL	$203.74 - $225.89 $136,709 - $151,572	-671 Reduced 23.94%	2,132 $472,000
Q3 2020 Oct 23, 2020	BUY	$164.39 - $185.0 $57,700 - $64,935	351 Added 14.31%	2,803 $494,000
Q2 2020 Jul 15, 2020	BUY	$124.34 - $175.42 $41,405 - $58,414	333 Added 15.71%	2,452 $402,000
Q1 2020 Apr 09, 2020	SELL	$112.37 - $186.27 $37,643 - $62,400	-335 Reduced 13.65%	2,119 $279,000
Q4 2019 Jan 17, 2020	BUY	$162.13 - $178.73 $7,944 - $8,757	49 Added 2.04%	2,454 $437,000
Q3 2019 Oct 17, 2019	BUY	$166.82 - $169.81 $15,847 - $16,131	95 Added 4.11%	2,405 $403,000
Q2 2019 Jul 15, 2019	SELL	N/A	-20 Reduced 0.86%	2,310 $386,000
Q1 2019 Apr 12, 2019	SELL	N/A	-174 Reduced 6.95%	2,330 $375,000
Q4 2018 Jan 18, 2019	BUY	N/A	206 Added 8.96%	2,504 $346,000
Q1 2018 Apr 17, 2018	SELL	N/A	-2,190 Reduced 48.8%	2,298 $354,000
Q4 2017 Jan 23, 2018	BUY	N/A	523 Added 13.19%	4,488 $695,000
Q3 2017 Oct 17, 2017	BUY	N/A	3,965	3,965 $583,000

Others Institutions Holding VO

# of Institutions

2,325

Shares Held

189M

Call Options Held

55.1K

Put Options Held

18K

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 Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Account

Ritholtz Wealth Management Vanguard Mid Cap ETF Transaction History