Sequoia Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

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 6,989 shares of VO stock, worth $1.86 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,989

Previous 7,142 2.14%

Holding current value

$1.86 Million

Previous $1.73 Million 6.59%

% of portfolio

0.02%

Previous 0.02%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,034

Shares Held

171M

Call Options Held

58.4K

Put Options Held

110K

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About VANGUARD MID-CAP ETF

Ticker VO
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Sequoia Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History