Sfg Wealth Management, Llc. Vanguard Mid Cap ETF Transaction History

Sfg Wealth Management, Llc.

$194 Million
Q1 2025

A detailed history of Sfg Wealth Management, Llc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 1,879 shares of VO stock, worth $506,860. This represents 0.25% of its overall portfolio holdings.

Number of Shares

1,879

Previous 1,867 0.64%

Holding current value

$506,860

Previous $493,000 1.62%

% of portfolio

0.25%

Previous 0.27%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$251.87 - $277.95 $3,022 - $3,335	12 Added 0.64%	1,879 $485,000
Q4 2024 Jan 16, 2025	SELL	$261.5 - $284.63 $15,428 - $16,793	-59 Reduced 3.06%	1,867 $493,000
Q3 2024 Oct 31, 2024	SELL	$237.84 - $263.83 $23,546 - $26,119	-99 Reduced 4.89%	1,926 $508,000
Q2 2024 Jul 19, 2024	BUY	$234.99 - $248.98 $939 - $995	4 Added 0.2%	2,025 $490,000
Q1 2024 Apr 26, 2024	SELL	$225.86 - $249.86 $6,549 - $7,245	-29 Reduced 1.41%	2,021 $504,000
Q4 2023 Jan 19, 2024	BUY	$195.66 - $233.95 $2,739 - $3,275	14 Added 0.69%	2,050 $476,000
Q3 2023 Oct 19, 2023	SELL	$206.6 - $228.23 $46,071 - $50,895	-223 Reduced 9.87%	2,036 $423,000
Q2 2023 Jul 14, 2023	SELL	$203.43 - $220.16 $9,764 - $10,567	-48 Reduced 2.08%	2,259 $497,000
Q1 2023 Apr 11, 2023	SELL	$200.2 - $225.98 $55,255 - $62,370	-276 Reduced 10.69%	2,307 $486,000
Q4 2022 Jan 31, 2023	BUY	$186.57 - $217.26 $186 - $217	1 Added 0.04%	2,583 $526,000
Q3 2022 Oct 12, 2022	BUY	$187.98 - $227.42 $187 - $227	1 Added 0.04%	2,582 $485,000
Q2 2022 Jul 13, 2022	SELL	$190.36 - $240.41 $114,025 - $144,005	-599 Reduced 18.84%	2,581 $508,000
Q1 2022 Apr 22, 2022	SELL	$219.86 - $253.39 $53,865 - $62,080	-245 Reduced 7.15%	3,180 $756,000
Q4 2021 Feb 14, 2022	BUY	$236.98 - $261.2 $811,656 - $894,610	3,425 New	3,425 $873,000

Others Institutions Holding VO

# of Institutions

2,351

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

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About VANGUARD MID-CAP ETF

Ticker VO
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Sfg Wealth Management, Llc. Vanguard Mid Cap ETF Transaction History