Sequoia Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 8,907 shares of VO stock, worth $2.25 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,907
Previous 7,172 24.19%
Holding current value
$2.25 Million
Previous $1.89 Million 21.59%
% of portfolio
0.02%
Previous 0.02%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$251.87 - $277.95 $436,994 - $482,243
1,735 Added 24.19%
8,907 $2.3 Million
Q4 2024

Feb 07, 2025
BUY
$261.5 - $284.63 $47,854 - $52,087
183 Added 2.62%
7,172 $1.89 Million
Q3 2024

Oct 21, 2024
SELL
$237.84 - $263.83 $36,389 - $40,365
-153 Reduced 2.14%
6,989 $1.84 Million
Q2 2024

Jul 15, 2024
SELL
$234.99 - $248.98 $106,685 - $113,036
-454 Reduced 5.98%
7,142 $1.73 Million
Q1 2024

Apr 30, 2024
SELL
$225.86 - $249.86 $336,531 - $372,291
-1,490 Reduced 16.4%
7,596 $1.9 Million
Q4 2023

Jan 25, 2024
BUY
$195.66 - $233.95 $223,443 - $267,170
1,142 Added 14.38%
9,086 $2.11 Million
Q3 2023

Nov 08, 2023
SELL
$206.6 - $228.23 $1.45 Million - $1.61 Million
-7,033 Reduced 46.96%
7,944 $1.65 Million
Q2 2023

Aug 08, 2023
SELL
$203.43 - $220.16 $951,035 - $1.03 Million
-4,675 Reduced 23.79%
14,977 $3.3 Million
Q1 2023

Apr 24, 2023
SELL
$200.2 - $225.98 $128,528 - $145,079
-642 Reduced 3.16%
19,652 $4.14 Million
Q4 2022

Jan 17, 2023
BUY
$186.57 - $217.26 $1.29 Million - $1.51 Million
6,929 Added 51.84%
20,294 $0
Q3 2022

Oct 26, 2022
SELL
$187.98 - $227.42 $305,091 - $369,102
-1,623 Reduced 10.83%
13,365 $2.51 Million
Q2 2022

Jul 22, 2022
SELL
$190.36 - $240.41 $243,470 - $307,484
-1,279 Reduced 7.86%
14,988 $2.95 Million
Q1 2022

May 13, 2022
SELL
$219.86 - $253.39 $25,283 - $29,139
-115 Reduced 0.7%
16,267 $3.87 Million
Q4 2021

Feb 11, 2022
BUY
$236.98 - $261.2 $3.64 Million - $4.02 Million
15,377 Added 1530.05%
16,382 $4.17 Million
Q3 2021

Oct 26, 2021
SELL
$229.88 - $249.8 $3.2 Million - $3.48 Million
-13,917 Reduced 93.26%
1,005 $238,000
Q2 2021

Jul 27, 2021
BUY
$223.23 - $238.25 $1.36 Million - $1.45 Million
6,084 Added 68.84%
14,922 $3.54 Million
Q1 2021

May 14, 2021
SELL
$203.74 - $225.89 $227,577 - $252,319
-1,117 Reduced 11.22%
8,838 $1.96 Million
Q4 2020

Feb 12, 2021
BUY
$176.14 - $208.21 $34,171 - $40,392
194 Added 1.99%
9,955 $2.06 Million
Q3 2020

Oct 23, 2020
SELL
$164.39 - $185.0 $508,458 - $572,205
-3,093 Reduced 24.06%
9,761 $1.72 Million
Q2 2020

Aug 25, 2020
BUY
$124.34 - $175.42 $1.6 Million - $2.25 Million
12,854 New
12,854 $2.11 Million
Q2 2020

Aug 11, 2020
SELL
$124.34 - $175.42 $860,308 - $1.21 Million
-6,919 Closed
0 $2.11 Million
Q1 2020

May 11, 2020
BUY
$112.37 - $186.27 $191,253 - $317,031
1,702 Added 32.62%
6,919 $911,000
Q4 2019

Feb 13, 2020
BUY
$162.13 - $178.73 $142,674 - $157,282
880 Added 20.29%
5,217 $930,000
Q3 2019

Oct 22, 2019
SELL
$166.82 - $169.81 $21,352 - $21,735
-128 Reduced 2.87%
4,337 $727,000
Q2 2019

Jul 31, 2019
SELL
N/A
-289 Reduced 6.08%
4,465 $746,000
Q1 2019

May 13, 2019
SELL
N/A
-19,383 Reduced 80.3%
4,754 $764,000
Q4 2018

Feb 14, 2019
SELL
N/A
-3,311 Reduced 12.06%
24,137 $3.34 Million
Q3 2018

Nov 14, 2018
BUY
N/A
219 Added 0.8%
27,448 $4.51 Million
Q2 2018

Aug 14, 2018
BUY
N/A
2,914 Added 11.98%
27,229 $4.29 Million
Q1 2018

May 14, 2018
BUY
N/A
2,303 Added 10.46%
24,315 $3.75 Million
Q4 2017

Feb 13, 2018
BUY
N/A
2,402 Added 12.25%
22,012 $3.41 Million
Q3 2017

Nov 13, 2017
BUY
N/A
2,697 Added 15.95%
19,610 $2.88 Million
Q2 2017

Aug 09, 2017
BUY
N/A
16,913
16,913 $2.41 Million

Others Institutions Holding VO

# of Institutions
2,328
Shares Held
190M
Call Options Held
55.1K
Put Options Held
18K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email