Strategic Wealth Partners, Ltd. Vanguard Mid Cap ETF Transaction History

Strategic Wealth Partners, Ltd.

$892 Million
Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 1,212 shares of VO stock, worth $297,921. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,212

Previous 1,152 5.21%

Holding current value

$297,921

Previous $268,000 12.69%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 20, 2024	BUY	$225.86 - $249.86 $13,551 - $14,991	60 Added 5.21%	1,212 $302,000
Q4 2023 May 20, 2024	SELL	$195.66 - $233.95 $1,760 - $2,105	-9 Reduced 0.78%	1,152 $268,000
Q3 2023 May 20, 2024	SELL	$206.6 - $228.23 $2,272 - $2,510	-11 Reduced 0.94%	1,161 $241,000
Q2 2023 May 20, 2024	BUY	$203.43 - $220.16 $9,357 - $10,127	46 Added 4.09%	1,172 $258,000
Q1 2023 Apr 24, 2023	BUY	$200.2 - $225.98 $225,425 - $254,453	1,126 New	1,126 $237,000

Q2 2022 Aug 22, 2022	SELL	N/A	-2,861 Closed	0 $0
Q1 2022 May 19, 2022	SELL	N/A	-35 Reduced 1.21%	2,861 $0
Q4 2021 Feb 11, 2022	SELL	N/A	-55 Reduced 1.86%	2,896 $0
Q3 2021 Nov 12, 2021	BUY	N/A	60 Added 2.08%	2,951 $699,000
Q2 2021 Aug 25, 2021	BUY	N/A	2,891 New	2,891 $686,000
Q3 2018 Dec 06, 2018	SELL	N/A	-129 Closed	0 $0
Q1 2018 Jul 13, 2018	BUY	N/A	129 New	129 $20,000

Others Institutions Holding VO

# of Institutions

1,964

Shares Held

168M

Call Options Held

224K

Put Options Held

28.5K

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 Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Account

Strategic Wealth Partners, Ltd. Vanguard Mid Cap ETF Transaction History