A detailed history of Shepherd Kaplan Krochuk, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Shepherd Kaplan Krochuk, LLC holds 7,870 shares of VO stock, worth $1.91 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
7,870
Previous 7,850 0.25%
Holding current value
$1.91 Million
Previous $1.63 Million 20.32%
% of portfolio
1.62%
Previous 1.48%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$225.86 - $249.86 $4,517 - $4,997
20 Added 0.25%
7,870 $1.97 Million
Q3 2023

Nov 13, 2023

BUY
$206.6 - $228.23 $5,991 - $6,618
29 Added 0.37%
7,850 $1.63 Million
Q2 2023

Aug 14, 2023

BUY
$203.43 - $220.16 $5,899 - $6,384
29 Added 0.37%
7,821 $1.72 Million
Q1 2023

May 11, 2023

BUY
$200.2 - $225.98 $10,610 - $11,976
53 Added 0.68%
7,792 $1.64 Million
Q4 2022

Feb 13, 2023

BUY
$199.06 - $217.26 $8,559 - $9,342
43 Added 0.56%
7,739 $1.58 Million
Q3 2022

Nov 09, 2022

BUY
N/A
32 Added 0.42%
7,696 $1.45 Million
Q2 2022

Aug 12, 2022

BUY
N/A
855 Added 12.56%
7,664 $1.51 Million
Q1 2022

May 06, 2022

SELL
N/A
-294 Reduced 4.14%
6,809 $1.62 Million
Q4 2021

Feb 14, 2022

SELL
N/A
-96 Reduced 1.33%
7,103 $1.81 Million
Q3 2021

Nov 12, 2021

BUY
N/A
19 Added 0.26%
7,199 $1.7 Million
Q2 2021

Aug 10, 2021

BUY
N/A
20 Added 0.28%
7,180 $1.7 Million
Q1 2021

May 17, 2021

BUY
N/A
550 Added 8.32%
7,160 $1.59 Million
Q4 2020

Feb 12, 2021

BUY
N/A
2,917 Added 78.99%
6,610 $1.37 Million
Q3 2020

Nov 13, 2020

BUY
N/A
200 Added 5.73%
3,693 $651,000
Q2 2020

Aug 14, 2020

BUY
N/A
21 Added 0.6%
3,493 $573,000
Q1 2020

May 12, 2020

SELL
N/A
-2,486 Reduced 41.73%
3,472 $457,000
Q4 2019

Feb 05, 2020

BUY
N/A
1,291 Added 27.66%
5,958 $1.06 Million
Q3 2019

Nov 12, 2019

BUY
N/A
29 Added 0.63%
4,667 $782,000
Q2 2019

Aug 12, 2019

BUY
N/A
4,638 New
4,638 $775,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Shepherd Kaplan Krochuk, LLC Portfolio

Follow Shepherd Kaplan Krochuk, 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 Shepherd Kaplan Krochuk, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Kaplan Krochuk, LLC with notifications on news.