Vista Cima Wealth Management LLC Vanguard Mid Cap ETF Transaction History

Vista Cima Wealth Management LLC

  • $120 Billion
  • Q3 2025

A detailed history of Vista Cima Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 18,719 shares of VO stock, worth $5.37 Million. This represents 4.58% of its overall portfolio holdings.

Number of Shares
18,719
Previous 18,024 3.86%
Holding current value
$5.37 Million
Previous $5.04 Billion 9.02%
% of portfolio
4.58%
Previous 4.72%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$279.83 - $293.74 $194,481 - $204,149
695 Added 3.86%
18,719 $5.5 Billion
Q2 2025

Aug 11, 2025
BUY
$228.54 - $279.83 $123,411 - $151,108
540 Added 3.09%
18,024 $5.04 Billion
Q1 2025

May 28, 2025
BUY
$251.87 - $277.95 $4.4 Million - $4.86 Million
17,482 Added 874100.0%
17,484 $4.52 Billion
Q1 2025

May 15, 2025
SELL
$251.87 - $277.95 $3.4 Million - $3.76 Million
-13,513 Reduced 99.99%
2 $4.52 Billion
Q4 2024

Feb 14, 2025
BUY
$261.5 - $284.63 $3.53 Million - $3.85 Million
13,515 New
13,515 $3.57 Billion

Others Institutions Holding VO

# of Institutions
2,507
Shares Held
220M
Call Options Held
55K
Put Options Held
34.5K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Vista Cima Wealth Management LLC Portfolio

Follow Vista Cima Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Cima Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Cima Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email