Values Added Financial LLC Vanguard Mid Cap ETF Transaction History

Values Added Financial LLC

  • $180 Billion
  • Q1 2025

A detailed history of Values Added Financial LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Values Added Financial LLC holds 2,963 shares of VO stock, worth $789,698. This represents 0.42% of its overall portfolio holdings.

Number of Shares
2,963
Previous 2,435 21.68%
Holding current value
$789,698
Previous $643 Million 19.15%
% of portfolio
0.42%
Previous 0.37%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$251.87 - $277.95 $132,987 - $146,757
528 Added 21.68%
2,963 $766 Million
Q4 2024

Jan 29, 2025
BUY
$261.5 - $284.63 $164,222 - $178,747
628 Added 34.75%
2,435 $643 Million
Q3 2024

Oct 28, 2024
SELL
$237.84 - $263.83 $97,752 - $108,434
-411 Reduced 18.53%
1,807 $477 Million
Q2 2024

Jul 30, 2024
BUY
$234.99 - $248.98 $108,800 - $115,277
463 Added 26.38%
2,218 $537 Million
Q4 2023

Jan 18, 2024
BUY
$195.66 - $233.95 $36,979 - $44,216
189 Added 12.07%
1,755 $408 Million
Q3 2023

Oct 19, 2023
BUY
$206.6 - $228.23 $60,120 - $66,414
291 Added 22.82%
1,566 $326 Million
Q2 2023

Jul 24, 2023
BUY
$203.43 - $220.16 $259,373 - $280,704
1,275 New
1,275 $281 Million

Others Institutions Holding VO

# of Institutions
2,350
Shares Held
195M
Call Options Held
69.3K
Put Options Held
25.1K
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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