True Wealth Financial Partners Vanguard Mid Cap ETF Transaction History

True Wealth Financial Partners

$164 Million
Q1 2025

A detailed history of True Wealth Financial Partners transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, True Wealth Financial Partners holds 54,796 shares of VO stock, worth $14.8 Million. This represents 8.67% of its overall portfolio holdings.

Number of Shares

54,796

Previous 59,773 8.33%

Holding current value

$14.8 Million

Previous $15.8 Million 10.24%

% of portfolio

8.67%

Previous 9.91%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$251.87 - $277.95 $1.25 Million - $1.38 Million	-4,977 Reduced 8.33%	54,796 $14.2 Million
Q4 2024 Feb 13, 2025	BUY	$261.5 - $284.63 $154,546 - $168,216	591 Added 1.0%	59,773 $15.8 Million
Q3 2024 Nov 14, 2024	SELL	$237.84 - $263.83 $510,642 - $566,443	-2,147 Reduced 3.5%	59,182 $15.6 Million
Q2 2024 Aug 09, 2024	BUY	$234.99 - $248.98 $925,155 - $980,234	3,937 Added 6.86%	61,329 $14.8 Million
Q1 2024 May 13, 2024	BUY	$225.86 - $249.86 $235,797 - $260,853	1,044 Added 1.85%	57,392 $14.3 Million
Q4 2023 Feb 14, 2024	BUY	$195.66 - $233.95 $96,460 - $115,337	493 Added 0.88%	56,348 $13.1 Million
Q3 2023 Nov 06, 2023	BUY	$206.6 - $228.23 $401,217 - $443,222	1,942 Added 3.6%	55,855 $11.6 Million
Q2 2023 Jul 24, 2023	BUY	$203.43 - $220.16 $129,178 - $139,801	635 Added 1.19%	53,913 $11.9 Million
Q1 2023 May 11, 2023	BUY	$200.2 - $225.98 $831,430 - $938,494	4,153 Added 8.45%	53,278 $11.2 Million
Q4 2022 Feb 06, 2023	BUY	$186.57 - $217.26 $326,310 - $379,987	1,749 Added 3.69%	49,125 $10 Million
Q3 2022 Nov 09, 2022	BUY	$187.98 - $227.42 $373,140 - $451,428	1,985 Added 4.37%	47,376 $8.91 Million
Q2 2022 Aug 05, 2022	BUY	$190.36 - $240.41 $549,950 - $694,544	2,889 Added 6.8%	45,391 $8.94 Million
Q1 2022 May 10, 2022	BUY	$219.86 - $253.39 $199,413 - $229,824	907 Added 2.18%	42,502 $10.1 Million
Q4 2021 Feb 14, 2022	BUY	$236.98 - $261.2 $9.86 Million - $10.9 Million	41,595 New	41,595 $10.6 Million

Others Institutions Holding VO

# of Institutions

2,351

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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True Wealth Financial Partners Vanguard Mid Cap ETF Transaction History