Swisher Financial Concepts, Inc. Vanguard Mid Cap ETF Transaction History

Swisher Financial Concepts, Inc.

$140 Million
Q2 2025

A detailed history of Swisher Financial Concepts, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Swisher Financial Concepts, Inc. holds 3,422 shares of VO stock, worth $1.01 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

3,422

Previous 4,840 29.3%

Holding current value

$1.01 Million

Previous $1.24 Million 23.07%

% of portfolio

0.68%

Previous 1.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$228.54 - $279.83 $324,069 - $396,798	-1,418 Reduced 29.3%	3,422 $957,000
Q1 2025 Apr 09, 2025	SELL	$251.87 - $277.95 $494,672 - $545,893	-1,964 Reduced 28.87%	4,840 $1.24 Million
Q4 2024 Feb 13, 2025	SELL	$261.5 - $284.63 $9.53 Million - $10.4 Million	-36,449 Reduced 84.27%	6,804 $1.8 Million
Q3 2024 Nov 05, 2024	BUY	$237.84 - $263.83 $3.1 Million - $3.44 Million	13,052 Added 43.22%	43,253 $10.7 Million
Q2 2024 Jul 22, 2024	BUY	$234.99 - $248.98 $11,279 - $11,951	48 Added 0.16%	30,201 $7.29 Million
Q1 2024 Apr 23, 2024	BUY	$225.86 - $249.86 $265,611 - $293,835	1,176 Added 4.06%	30,153 $7.34 Million
Q4 2023 Feb 13, 2024	BUY	$195.66 - $233.95 $5.67 Million - $6.78 Million	28,977 New	28,977 $6.74 Million

Others Institutions Holding VO

# of Institutions

2,427

Shares Held

211M

Call Options Held

71.5K

Put Options Held

24.9K

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 Swisher Financial Concepts, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Swisher Financial Concepts, Inc. with notifications on news.

Account

Swisher Financial Concepts, Inc. Vanguard Mid Cap ETF Transaction History