Tolleson Wealth Management, Inc. Vanguard Mid Cap ETF Transaction History

Tolleson Wealth Management, Inc.

  • $525 Million
  • Q3 2024

A detailed history of Tolleson Wealth Management, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Tolleson Wealth Management, Inc. holds 1,004 shares of VO stock, worth $273,409. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,004
Previous 1,004 -0.0%
Holding current value
$273,409
Previous $244,000 8.61%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$225.86 - $249.86 $19,649 - $21,737
-87 Reduced 7.97%
1,004 $251,000
Q4 2023

Feb 14, 2024
BUY
$195.66 - $233.95 $17,022 - $20,353
87 Added 8.67%
1,091 $254,000
Q3 2023

Nov 14, 2023
SELL
$206.6 - $228.23 $33,056 - $36,516
-160 Reduced 13.75%
1,004 $209,000
Q1 2022

May 16, 2022
BUY
$219.86 - $253.39 $255,917 - $294,945
1,164 New
1,164 $277,000

Others Institutions Holding VO

# of Institutions
2,090
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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