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

Sfg Wealth Management, Llc.

  • $168 Million
  • Q2 2024

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 2,025 shares of VO stock, worth $531,420. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,025
Previous 2,021 0.2%
Holding current value
$531,420
Previous $504,000 2.78%
% of portfolio
0.29%
Previous 0.31%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,017
Shares Held
171M
Call Options Held
58.4K
Put Options Held
26K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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