U.S. Capital Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

U.S. Capital Wealth Advisors, LLC

$2.41 Billion
Q1 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 3,474 shares of VO stock, worth $838,415. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,474

Previous 3,446 0.81%

Holding current value

$838,415

Previous $801,000 8.36%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$225.86 - $249.86 $6,324 - $6,996	28 Added 0.81%	3,474 $868,000
Q4 2023 Feb 06, 2024	SELL	$195.66 - $233.95 $16,435 - $19,651	-84 Reduced 2.38%	3,446 $801,000
Q3 2023 Oct 19, 2023	BUY	$206.6 - $228.23 $405,349 - $447,787	1,962 Added 125.13%	3,530 $735,000
Q2 2023 Aug 04, 2023	BUY	$203.43 - $220.16 $17,901 - $19,374	88 Added 5.95%	1,568 $345,000
Q1 2023 May 11, 2023	SELL	$200.2 - $225.98 $1,001 - $1,129	-5 Reduced 0.34%	1,480 $312,000

Q4 2022 Feb 03, 2023	BUY	$199.06 - $217.26 $25,081 - $27,374	126 Added 9.27%	1,485 $302,000
Q2 2022 Aug 12, 2022	BUY	N/A	186 Added 15.86%	1,359 $268,000
Q1 2022 May 12, 2022	BUY	N/A	145 Added 14.11%	1,173 $279,000
Q3 2021 Nov 01, 2021	BUY	N/A	1,028 New	1,028 $243,000

Others Institutions Holding VO

# of Institutions

1,959

Shares Held

167M

Call Options Held

224K

Put Options Held

206K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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U.S. Capital Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History