A detailed history of Selective Wealth Management, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 2,870 shares of VO stock, worth $763,592. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,870
Previous 3,969 27.69%
Holding current value
$763,592
Previous $960,000 21.15%
% of portfolio
0.32%
Previous 0.43%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$237.84 - $263.83 $261,386 - $289,949
-1,099 Reduced 27.69%
2,870 $757,000
Q2 2024

Jul 10, 2024

SELL
$234.99 - $248.98 $11,514 - $12,200
-49 Reduced 1.22%
3,969 $960,000
Q1 2024

Apr 11, 2024

SELL
$225.86 - $249.86 $22,586 - $24,986
-100 Reduced 2.43%
4,018 $1 Million
Q4 2023

Jan 05, 2024

SELL
$195.66 - $233.95 $55,176 - $65,973
-282 Reduced 6.41%
4,118 $958,000
Q3 2023

Oct 10, 2023

SELL
$206.6 - $228.23 $47,518 - $52,492
-230 Reduced 4.97%
4,400 $916,000
Q2 2023

Jul 11, 2023

BUY
$203.43 - $220.16 $171,288 - $185,374
842 Added 22.23%
4,630 $1.02 Million
Q4 2022

Jan 23, 2023

SELL
$186.57 - $217.26 $16,418 - $19,118
-88 Reduced 2.27%
3,788 $0
Q3 2022

Oct 21, 2022

SELL
$187.98 - $227.42 $39,663 - $47,985
-211 Reduced 5.16%
3,876 $729,000
Q2 2022

Jul 28, 2022

BUY
$190.36 - $240.41 $755,538 - $954,187
3,969 Added 3363.56%
4,087 $805,000
Q1 2022

Apr 20, 2022

BUY
$219.86 - $253.39 $13,631 - $15,710
62 Added 110.71%
118 $28,000
Q4 2020

Jan 22, 2021

BUY
$176.14 - $208.21 $9,863 - $11,659
56 New
56 $12,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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