Southern Wealth Management, LLP Vanguard Mid Cap ETF Transaction History

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023

A detailed history of Southern Wealth Management, LLP transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Southern Wealth Management, LLP holds 12,182 shares of VO stock, worth $2.94 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
12,182
Previous 9,927 22.72%
Holding current value
$2.94 Million
Previous $2.02 Million 26.99%
% of portfolio
1.0%
Previous 0.81%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
BUY
$200.2 - $225.98 $451,451 - $509,584
2,255 Added 22.72%
12,182 $2.57 Million
Q4 2022

Feb 13, 2023
SELL
$199.06 - $217.26 $456,046 - $497,742
-2,291 Reduced 18.75%
9,927 $2.02 Million
Q3 2022

Nov 14, 2022
BUY
N/A
4,439 Added 57.06%
12,218 $2.49 Million
Q2 2022

Aug 11, 2022
BUY
N/A
1,423 Added 22.39%
7,779 $1.53 Million
Q1 2022

May 16, 2022
BUY
N/A
2,093 Added 49.1%
6,356 $1.51 Million
Q4 2021

Feb 10, 2022
SELL
N/A
-17,284 Reduced 80.22%
4,263 $1.09 Million
Q3 2021

Nov 15, 2021
BUY
N/A
40 Added 0.19%
21,547 $5.1 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-44 Reduced 0.2%
21,507 $5.22 Million
Q1 2021

May 17, 2021
BUY
N/A
2,893 Added 15.51%
21,551 $4.77 Million
Q4 2020

Feb 16, 2021
BUY
N/A
148 Added 0.8%
18,658 $3.86 Million
Q3 2020

Nov 25, 2020
BUY
N/A
74 Added 0.4%
18,510 $3.26 Million
Q1 2020

May 14, 2020
BUY
N/A
325 Added 1.79%
18,436 $2.43 Million
Q4 2019

May 14, 2020
BUY
N/A
18,111 New
18,111 $3.23 Million

Others Institutions Holding VO

# of Institutions
1,961
Shares Held
167M
Call Options Held
224K
Put Options Held
206K
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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