A detailed history of Spartan Planning & Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 120 shares of VO stock, worth $31,491. This represents 0.03% of its overall portfolio holdings.

Number of Shares
120
Previous 163 26.38%
Holding current value
$31,491
Previous $33,000 18.18%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024

SELL
$195.66 - $233.95 $8,413 - $10,059
-43 Reduced 26.38%
120 $27,000
Q3 2023

Nov 17, 2023

BUY
$206.6 - $228.23 $22,932 - $25,333
111 Added 213.46%
163 $33,000
Q4 2022

Feb 01, 2023

BUY
$186.57 - $217.26 $373 - $434
2 Added 4.0%
52 $10,000
Q2 2022

Aug 10, 2022

SELL
$190.36 - $240.41 $16,942 - $21,396
-89 Reduced 64.03%
50 $10,000
Q1 2022

May 16, 2022

BUY
$219.86 - $253.39 $30,560 - $35,221
139 New
139 $0

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Spartan Planning & Wealth Management Portfolio

Follow Spartan Planning & Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.