Sky Oak Wealth, LLC Vanguard Mid Cap ETF Transaction History

Sky Oak Wealth, LLC

$445 Million
Q3 2024

A detailed history of Sky Oak Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 1,189 shares of VO stock, worth $325,239. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,189

Previous 1,189 -0.0%

Holding current value

$325,239

Previous $287,000 9.06%

% of portfolio

0.07%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$234.99 - $248.98 $6,344 - $6,722	27 Added 2.32%	1,189 $287,000
Q1 2024 Apr 29, 2024	SELL	$225.86 - $249.86 $22,586 - $24,986	-100 Reduced 7.92%	1,162 $290,000
Q1 2023 May 02, 2023	SELL	$200.2 - $225.98 $28,228 - $31,863	-141 Reduced 10.05%	1,262 $266,000
Q4 2022 Jan 26, 2023	BUY	$186.57 - $217.26 $18,657 - $21,726	100 Added 7.67%	1,403 $0
Q1 2021 Apr 29, 2021	SELL	$203.74 - $225.89 $431,521 - $478,435	-2,118 Reduced 61.91%	1,303 $304,000
Q4 2020 Feb 02, 2021	SELL	$176.14 - $208.21 $1,761 - $2,082	-10 Reduced 0.29%	3,421 $707,000
Q3 2020 Nov 03, 2020	SELL	$164.39 - $185.0 $117,867 - $132,645	-717 Reduced 17.29%	3,431 $605,000
Q2 2020 Aug 10, 2020	SELL	$124.34 - $175.42 $8,455 - $11,928	-68 Reduced 1.61%	4,148 $680,000
Q1 2020 May 04, 2020	BUY	$112.37 - $186.27 $110,459 - $183,103	983 Added 30.41%	4,216 $555,000
Q4 2019 Feb 04, 2020	BUY	$162.13 - $178.73 $524,166 - $577,834	3,233 New	3,233 $576,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Sky Oak Wealth, LLC Vanguard Mid Cap ETF Transaction History