Strategies Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Strategies Wealth Advisors, LLC

$819 Billion
Q1 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 4,762 shares of VO stock, worth $1.29 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,762

Previous 5,300 10.15%

Holding current value

$1.29 Million

Previous $1.47 Billion 16.4%

% of portfolio

0.15%

Previous 0.18%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$251.87 - $277.95 $135,506 - $149,537	-538 Reduced 10.15%	4,762 $1.23 Billion
Q4 2024 Feb 13, 2025	BUY	$261.5 - $284.63 $11,767 - $12,808	45 Added 0.86%	5,300 $1.47 Billion
Q3 2024 Oct 07, 2024	BUY	$237.84 - $263.83 $61,838 - $68,595	260 Added 5.21%	5,255 $1.39 Billion
Q2 2024 Jul 29, 2024	BUY	$234.99 - $248.98 $73,081 - $77,432	311 Added 6.64%	4,995 $1.21 Billion
Q1 2024 Apr 22, 2024	SELL	$225.86 - $249.86 $31,168 - $34,480	-138 Reduced 2.86%	4,684 $1.17 Billion
Q4 2023 Jan 22, 2024	SELL	$195.66 - $233.95 $215,617 - $257,812	-1,102 Reduced 18.6%	4,822 $1.12 Billion
Q3 2023 Oct 10, 2023	SELL	$206.6 - $228.23 $18,387 - $20,312	-89 Reduced 1.48%	5,924 $1.23 Billion
Q2 2023 Jul 12, 2023	BUY	$203.43 - $220.16 $235,775 - $255,165	1,159 Added 23.88%	6,013 $1.32 Billion
Q1 2023 Jun 27, 2023	SELL	$200.2 - $225.98 $299,098 - $337,614	-1,494 Reduced 23.53%	4,854 $1.02 Billion
Q4 2022 Jun 27, 2023	BUY	$186.57 - $217.26 $263,436 - $306,771	1,412 Added 28.61%	6,348 $1.29 Billion
Q2 2022 Jun 27, 2023	BUY	$190.36 - $240.41 $55,394 - $69,959	291 Added 6.26%	4,936 $972 Million
Q1 2022 Jun 27, 2023	BUY	$219.86 - $253.39 $588,565 - $678,325	2,677 Added 136.03%	4,645 $1.1 Billion
Q4 2021 Jun 26, 2023	BUY	$236.98 - $261.2 $466,376 - $514,041	1,968 New	1,968 $501 Million

Others Institutions Holding VO

# of Institutions

2,350

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Strategies Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History