Sonoma Private Wealth LLC Vanguard Mid Cap ETF Transaction History

Sonoma Private Wealth LLC

  • $61.6 Billion
  • Q2 2024

A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 2,739 shares of VO stock, worth $690,063. This represents 1.08% of its overall portfolio holdings.

Number of Shares
2,739
Previous 2,616 4.7%
Holding current value
$690,063
Previous $654 Million 1.45%
% of portfolio
1.08%
Previous 1.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$234.99 - $248.98 $28,903 - $30,624
123 Added 4.7%
2,739 $663 Million
Q1 2024

May 09, 2024
SELL
$225.86 - $249.86 $5,420 - $5,996
-24 Reduced 0.91%
2,616 $654 Million
Q4 2023

Feb 12, 2024
SELL
$195.66 - $233.95 $102,917 - $123,057
-526 Reduced 16.61%
2,640 $614 Million
Q3 2023

Oct 30, 2023
BUY
$206.6 - $228.23 $110,117 - $121,646
533 Added 20.24%
3,166 $659 Million
Q2 2023

Aug 14, 2023
BUY
$203.43 - $220.16 $118,192 - $127,912
581 Added 28.31%
2,633 $580 Million
Q1 2023

May 10, 2023
BUY
$200.2 - $225.98 $410,810 - $463,710
2,052 New
2,052 $433 Million

Others Institutions Holding VO

# of Institutions
2,014
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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