Us Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History

Us Financial Advisors, LLC

$324 Million
Q4 2024

A detailed history of Us Financial Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Us Financial Advisors, LLC holds 51,707 shares of VO stock, worth $14.3 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares

51,707

Previous 51,036 1.31%

Holding current value

$14.3 Million

Previous $13.5 Million 1.43%

% of portfolio

4.21%

Previous 4.21%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$261.5 - $284.63 $175,466 - $190,986	671 Added 1.31%	51,707 $13.7 Million
Q3 2024 Oct 31, 2024	BUY	$237.84 - $263.83 $283,980 - $315,013	1,194 Added 2.4%	51,036 $13.5 Million
Q2 2024 Aug 01, 2024	BUY	$234.99 - $248.98 $138,174 - $146,400	588 Added 1.19%	49,842 $12.1 Million
Q1 2024 May 13, 2024	BUY	$225.86 - $249.86 $225,634 - $249,610	999 Added 2.07%	49,254 $12.3 Million
Q4 2023 Feb 07, 2024	BUY	$195.66 - $233.95 $404,820 - $484,042	2,069 Added 4.48%	48,255 $11.2 Million
Q3 2023 Nov 09, 2023	BUY	$206.6 - $228.23 $351,220 - $387,991	1,700 Added 3.82%	46,186 $9.62 Million
Q2 2023 Aug 09, 2023	BUY	$203.43 - $220.16 $391,195 - $423,367	1,923 Added 4.52%	44,486 $9.79 Million
Q1 2023 May 04, 2023	BUY	$200.2 - $225.98 $289,489 - $326,767	1,446 Added 3.52%	42,563 $8.98 Million
Q4 2022 Jan 26, 2023	BUY	$186.57 - $217.26 $112,128 - $130,573	601 Added 1.48%	41,117 $0
Q3 2022 Oct 13, 2022	BUY	$187.98 - $227.42 $598,152 - $723,650	3,182 Added 8.52%	40,516 $7.62 Million
Q2 2022 Aug 15, 2022	BUY	$190.36 - $240.41 $167,897 - $212,041	882 Added 2.42%	37,334 $7.35 Million
Q1 2022 May 13, 2022	BUY	$219.86 - $253.39 $228,214 - $263,018	1,038 Added 2.93%	36,452 $8.67 Million
Q4 2021 Feb 14, 2022	BUY	$236.98 - $261.2 $289,826 - $319,447	1,223 Added 3.58%	35,414 $9.02 Million
Q3 2021 Oct 26, 2021	BUY	$229.88 - $249.8 $96,089 - $104,416	418 Added 1.24%	34,191 $8.1 Million
Q2 2021 Aug 10, 2021	SELL	$223.23 - $238.25 $4.44 Million - $4.74 Million	-19,889 Reduced 37.06%	33,773 $8.02 Million
Q1 2021 Apr 30, 2021	BUY	$203.74 - $225.89 $1.96 Million - $2.17 Million	9,607 Added 21.81%	53,662 $11.9 Million
Q4 2020 Feb 18, 2021	BUY	$176.14 - $208.21 $7.76 Million - $9.17 Million	44,055 New	44,055 $9.11 Million

Others Institutions Holding VO

# of Institutions

2,268

Shares Held

187M

Call Options Held

55.1K

Put Options Held

13.3K

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 Us Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Financial Advisors, LLC with notifications on news.

Account

Us Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History