Sightline Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Sightline Wealth Advisors, LLC

$185 Million
Q4 2024

A detailed history of Sightline Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 2,917 shares of VO stock, worth $750,019. This represents 0.42% of its overall portfolio holdings.

Number of Shares

2,917

Previous 4,183 30.27%

Holding current value

$750,019

Previous $1.1 Million 30.19%

% of portfolio

0.42%

Previous 0.61%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$261.5 - $284.63 $331,059 - $360,341	-1,266 Reduced 30.27%	2,917 $770,000
Q3 2024 Oct 21, 2024	SELL	$237.84 - $263.83 $203,828 - $226,102	-857 Reduced 17.0%	4,183 $1.1 Million
Q2 2024 Aug 02, 2024	SELL	$234.99 - $248.98 $153,918 - $163,081	-655 Reduced 11.5%	5,040 $1.22 Million
Q1 2024 Apr 24, 2024	SELL	$225.86 - $249.86 $573,684 - $634,644	-2,540 Reduced 30.84%	5,695 $1.42 Million
Q4 2023 Jan 23, 2024	SELL	$195.66 - $233.95 $91,568 - $109,488	-468 Reduced 5.38%	8,235 $1.92 Million
Q3 2023 Nov 01, 2023	SELL	$206.6 - $228.23 $1.08 Million - $1.19 Million	-5,212 Reduced 37.46%	8,703 $1.81 Million
Q2 2023 Jul 14, 2023	BUY	$203.43 - $220.16 $230,486 - $249,441	1,133 Added 8.86%	13,915 $3.06 Million
Q1 2023 May 02, 2023	SELL	$200.2 - $225.98 $100,100 - $112,990	-500 Reduced 3.76%	12,782 $2.7 Million
Q4 2022 Jan 26, 2023	BUY	$186.57 - $217.26 $19,962 - $23,246	107 Added 0.81%	13,282 $0
Q3 2022 Oct 26, 2022	SELL	$187.98 - $227.42 $48,122 - $58,219	-256 Reduced 1.91%	13,175 $2.55 Million
Q2 2022 Jul 15, 2022	SELL	$190.36 - $240.41 $195,880 - $247,381	-1,029 Reduced 7.12%	13,431 $2.63 Million
Q1 2022 Apr 29, 2022	SELL	$219.86 - $253.39 $66,177 - $76,270	-301 Reduced 2.04%	14,460 $3.44 Million
Q4 2021 Jan 26, 2022	BUY	$236.98 - $261.2 $24,408 - $26,903	103 Added 0.7%	14,761 $3.77 Million
Q3 2021 Oct 25, 2021	BUY	$229.88 - $249.8 $171,030 - $185,851	744 Added 5.35%	14,658 $3.47 Million
Q2 2021 Jul 22, 2021	SELL	$223.23 - $238.25 $459,853 - $490,795	-2,060 Reduced 12.9%	13,914 $3.3 Million
Q1 2021 May 10, 2021	BUY	$203.74 - $225.89 $9,168 - $10,165	45 Added 0.28%	15,974 $3.55 Million
Q4 2020 Feb 02, 2021	BUY	$176.14 - $208.21 $2.81 Million - $3.32 Million	15,929 New	15,929 $3.29 Million

Others Institutions Holding VO

# of Institutions

2,310

Shares Held

189M

Call Options Held

55.1K

Put Options Held

17.1K

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 Sightline Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sightline Wealth Advisors, LLC with notifications on news.

Account

Sightline Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History