Selective Wealth Management, Inc. Vanguard Mid Cap ETF Transaction History

Selective Wealth Management, Inc.

$247 Million
Q4 2024

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 2,788 shares of VO stock, worth $716,850. This represents 0.3% of its overall portfolio holdings.

Number of Shares

2,788

Previous 2,870 2.86%

Holding current value

$716,850

Previous $757,000 2.77%

% of portfolio

0.3%

Previous 0.32%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$261.5 - $284.63 $21,443 - $23,339	-82 Reduced 2.86%	2,788 $736,000
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

# of Institutions

2,306

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

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About VANGUARD MID-CAP ETF

Ticker VO
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Selective Wealth Management, Inc. Vanguard Mid Cap ETF Transaction History