Sheets Smith Wealth Management Vanguard Mid Cap ETF Transaction History

Sheets Smith Wealth Management

$832 Million
Q2 2025

A detailed history of Sheets Smith Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Sheets Smith Wealth Management holds 8,666 shares of VO stock, worth $2.51 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

8,666

Previous 8,352 3.76%

Holding current value

$2.51 Million

Previous $2.16 Million 12.32%

% of portfolio

0.29%

Previous 0.27%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$228.54 - $279.83 $71,761 - $87,866	314 Added 3.76%	8,666 $2.43 Million
Q1 2025 Apr 23, 2025	SELL	$251.87 - $277.95 $709,014 - $782,429	-2,815 Reduced 25.21%	8,352 $2.16 Million
Q4 2024 Jan 17, 2025	SELL	$261.5 - $284.63 $30,072 - $32,732	-115 Reduced 1.02%	11,167 $2.95 Million
Q3 2024 Nov 01, 2024	SELL	$237.84 - $263.83 $507,788 - $563,277	-2,135 Reduced 15.91%	11,282 $2.98 Million
Q2 2024 Jul 30, 2024	SELL	$234.99 - $248.98 $661,731 - $701,127	-2,816 Reduced 17.35%	13,417 $3.25 Million
Q1 2024 May 08, 2024	BUY	$225.86 - $249.86 $315,752 - $349,304	1,398 Added 9.42%	16,233 $4.06 Million
Q4 2023 Feb 06, 2024	SELL	$195.66 - $233.95 $69,067 - $82,584	-353 Reduced 2.32%	14,835 $3.45 Million
Q3 2023 Oct 23, 2023	BUY	$206.6 - $228.23 $36,155 - $39,940	175 Added 1.17%	15,188 $3.16 Million
Q2 2023 Aug 09, 2023	BUY	$203.43 - $220.16 $1.05 Million - $1.13 Million	5,147 Added 52.17%	15,013 $3.31 Million
Q1 2023 May 26, 2023	BUY	$200.2 - $225.98 $1.93 Million - $2.18 Million	9,655 Added 4575.83%	9,866 $2.08 Million
Q1 2023 May 12, 2023	SELL	$200.2 - $225.98 $1.93 Million - $2.17 Million	-9,623 Reduced 97.85%	211 $44,000
Q4 2022 Mar 08, 2023	BUY	$186.57 - $217.26 $220,152 - $256,366	1,180 Added 13.64%	9,834 $2 Million
Q3 2022 Nov 01, 2022	BUY	$187.98 - $227.42 $51,318 - $62,085	273 Added 3.26%	8,654 $1.63 Million
Q2 2022 Jul 27, 2022	BUY	$190.36 - $240.41 $387,001 - $488,753	2,033 Added 32.03%	8,381 $1.65 Million
Q1 2022 May 02, 2022	BUY	$219.86 - $253.39 $33,858 - $39,022	154 Added 2.49%	6,348 $1.51 Million
Q4 2021 Jan 20, 2022	BUY	$236.98 - $261.2 $17,299 - $19,067	73 Added 1.19%	6,194 $1.58 Million
Q3 2021 Oct 15, 2021	BUY	$229.88 - $249.8 $2,528 - $2,747	11 Added 0.18%	6,121 $1.45 Million
Q2 2021 Aug 03, 2021	SELL	$223.23 - $238.25 $25,671 - $27,398	-115 Reduced 1.85%	6,110 $1.45 Million
Q1 2021 Apr 23, 2021	BUY	$203.74 - $225.89 $3,056 - $3,388	15 Added 0.24%	6,225 $1.38 Million
Q4 2020 Jan 13, 2021	SELL	$176.14 - $208.21 $39,455 - $46,639	-224 Reduced 3.48%	6,210 $1.28 Million
Q3 2020 Oct 26, 2020	BUY	$164.39 - $185.0 $1,643 - $1,850	10 Added 0.16%	6,434 $1.13 Million
Q2 2020 Jul 17, 2020	BUY	$124.34 - $175.42 $406,094 - $572,921	3,266 Added 103.42%	6,424 $1.05 Million
Q1 2020 Apr 28, 2020	BUY	$112.37 - $186.27 $354,864 - $588,240	3,158 New	3,158 $416,000

Others Institutions Holding VO

# of Institutions

2,379

Shares Held

202M

Call Options Held

69.3K

Put Options Held

25.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Vanguard Mid Cap ETF Transaction History