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 $3.46 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

12,182

Previous 9,927 22.72%

Holding current value

$3.46 Million

Previous $2.02 Million 26.99%

% of portfolio

1.0%

Previous 0.81%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$186.57 - $217.26 $427,431 - $497,742	-2,291 Reduced 18.75%	9,927 $2.02 Million
Q3 2022 Nov 14, 2022	BUY	$187.98 - $227.42 $834,443 - $1.01 Million	4,439 Added 57.06%	12,218 $2.49 Million
Q2 2022 Aug 11, 2022	BUY	$190.36 - $240.41 $270,882 - $342,103	1,423 Added 22.39%	7,779 $1.53 Million
Q1 2022 May 16, 2022	BUY	$219.86 - $253.39 $460,166 - $530,345	2,093 Added 49.1%	6,356 $1.51 Million
Q4 2021 Feb 10, 2022	SELL	$236.98 - $261.2 $4.1 Million - $4.51 Million	-17,284 Reduced 80.22%	4,263 $1.09 Million
Q3 2021 Nov 15, 2021	BUY	$229.88 - $249.8 $9,195 - $9,992	40 Added 0.19%	21,547 $5.1 Million
Q2 2021 Aug 13, 2021	SELL	$223.23 - $238.25 $9,822 - $10,483	-44 Reduced 0.2%	21,507 $5.22 Million
Q1 2021 May 17, 2021	BUY	$203.74 - $225.89 $589,419 - $653,499	2,893 Added 15.51%	21,551 $4.77 Million
Q4 2020 Feb 16, 2021	BUY	$176.14 - $208.21 $26,068 - $30,815	148 Added 0.8%	18,658 $3.86 Million
Q3 2020 Nov 25, 2020	BUY	$164.39 - $185.0 $12,164 - $13,690	74 Added 0.4%	18,510 $3.26 Million
Q1 2020 May 14, 2020	BUY	$112.37 - $186.27 $36,520 - $60,537	325 Added 1.79%	18,436 $2.43 Million
Q4 2019 May 14, 2020	BUY	$162.13 - $178.73 $2.94 Million - $3.24 Million	18,111 New	18,111 $3.23 Million

Others Institutions Holding VO

# of Institutions

2,090

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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Southern Wealth Management, LLP Vanguard Mid Cap ETF Transaction History