Sweet Financial Partners, LLC Vanguard Mid Cap ETF Transaction History

Sweet Financial Partners, LLC

$447 Million
Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 10,806 shares of VO stock, worth $2.9 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

10,806

Previous 10,731 0.7%

Holding current value

$2.9 Million

Previous $2.6 Million 9.74%

% of portfolio

0.64%

Previous 0.61%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$237.84 - $263.83 $17,838 - $19,787	75 Added 0.7%	10,806 $2.85 Million
Q2 2024 Jul 18, 2024	BUY	$234.99 - $248.98 $469 - $497	2 Added 0.02%	10,731 $2.6 Million
Q1 2024 Apr 23, 2024	SELL	$225.86 - $249.86 $11,744 - $12,992	-52 Reduced 0.48%	10,729 $2.68 Million
Q4 2022 Jan 19, 2023	BUY	$186.57 - $217.26 $25,186 - $29,330	135 Added 1.27%	10,781 $0
Q2 2022 Aug 03, 2022	BUY	$190.36 - $240.41 $190 - $240	1 Added 0.01%	10,646 $2.1 Million
Q1 2022 Apr 22, 2022	BUY	$219.86 - $253.39 $49,908 - $57,519	227 Added 2.18%	10,645 $2.53 Million
Q4 2021 Feb 07, 2022	BUY	$236.98 - $261.2 $2.47 Million - $2.72 Million	10,418 New	10,418 $2.65 Million

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 Sweet Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sweet Financial Partners, LLC with notifications on news.

Account

Sweet Financial Partners, LLC Vanguard Mid Cap ETF Transaction History