Sterling Financial Planning, Inc. Vanguard Mid Cap ETF Transaction History

Sterling Financial Planning, Inc.

$263 Million
Q3 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 1,874 shares of VO stock, worth $502,082. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,874

Previous 1,904 1.58%

Holding current value

$502,082

Previous $460,000 7.39%

% of portfolio

0.19%

Previous 0.19%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$237.84 - $263.83 $7,135 - $7,914	-30 Reduced 1.58%	1,874 $494,000
Q2 2024 Jul 30, 2024	SELL	$234.99 - $248.98 $6,814 - $7,220	-29 Reduced 1.5%	1,904 $460,000
Q1 2024 May 06, 2024	SELL	$225.86 - $249.86 $23,941 - $26,485	-106 Reduced 5.2%	1,933 $482,000
Q4 2023 Jan 31, 2024	BUY	$195.66 - $233.95 $391 - $467	2 Added 0.1%	2,039 $474,000
Q3 2023 Nov 03, 2023	SELL	$206.6 - $228.23 $27,064 - $29,898	-131 Reduced 6.04%	2,037 $424,000
Q2 2023 Jul 28, 2023	SELL	$203.43 - $220.16 $14,646 - $15,851	-72 Reduced 3.21%	2,168 $477,000
Q1 2023 May 03, 2023	SELL	$200.2 - $225.98 $72,672 - $82,030	-363 Reduced 13.95%	2,240 $472,000
Q4 2022 Feb 06, 2023	SELL	$186.57 - $217.26 $373 - $434	-2 Reduced 0.08%	2,603 $530,000
Q3 2022 Nov 01, 2022	SELL	$187.98 - $227.42 $18,610 - $22,514	-99 Reduced 3.66%	2,605 $490,000
Q2 2022 Jul 27, 2022	SELL	$190.36 - $240.41 $20,749 - $26,204	-109 Reduced 3.87%	2,704 $533,000
Q1 2022 May 10, 2022	SELL	$219.86 - $253.39 $18,248 - $21,031	-83 Reduced 2.87%	2,813 $669,000
Q4 2021 Feb 02, 2022	BUY	$236.98 - $261.2 $20,380 - $22,463	86 Added 3.06%	2,896 $738,000
Q3 2021 Oct 28, 2021	BUY	$229.88 - $249.8 $131,721 - $143,135	573 Added 25.61%	2,810 $665,000
Q2 2021 Aug 02, 2021	SELL	$223.23 - $238.25 $22,323 - $23,825	-100 Reduced 4.28%	2,237 $531,000
Q1 2021 Apr 28, 2021	SELL	$203.74 - $225.89 $51,546 - $57,150	-253 Reduced 9.77%	2,337 $517,000
Q4 2020 Feb 10, 2021	BUY	$176.14 - $208.21 $456,202 - $539,263	2,590 New	2,590 $536,000

Others Institutions Holding VO

# of Institutions

2,092

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

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Planning, Inc. with notifications on news.

Account

Sterling Financial Planning, Inc. Vanguard Mid Cap ETF Transaction History