Sonoma Private Wealth LLC Vanguard Mid Cap ETF Transaction History

Sonoma Private Wealth LLC

$72.1 Billion
Q1 2025

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 1,045 shares of VO stock, worth $296,299. This represents 0.37% of its overall portfolio holdings.

Number of Shares

1,045

Previous 2,547 58.97%

Holding current value

$296,299

Previous $673 Million 59.83%

% of portfolio

0.37%

Previous 1.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$251.87 - $277.95 $378,308 - $417,480	-1,502 Reduced 58.97%	1,045 $270 Million
Q4 2024 Feb 06, 2025	SELL	$261.5 - $284.63 $7,322 - $7,969	-28 Reduced 1.09%	2,547 $673 Million
Q3 2024 Oct 17, 2024	SELL	$237.84 - $263.83 $39,005 - $43,268	-164 Reduced 5.99%	2,575 $679 Million
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

2,393

Shares Held

204M

Call Options Held

69.3K

Put Options Held

25.1K

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About VANGUARD MID-CAP ETF

Ticker VO
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Sonoma Private Wealth LLC Vanguard Mid Cap ETF Transaction History