Vista Wealth Management Group, LLC Vanguard Mid Cap ETF Transaction History

Vista Wealth Management Group, LLC

$1.47 Billion
Q1 2025

A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 5,140 shares of VO stock, worth $1.3 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,140

Previous 6,438 20.16%

Holding current value

$1.3 Million

Previous $1.7 Million 22.29%

% of portfolio

0.09%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$251.87 - $277.95 $326,927 - $360,779	-1,298 Reduced 20.16%	5,140 $1.32 Million
Q4 2024 Jan 27, 2025	SELL	$261.5 - $284.63 $181,742 - $197,817	-695 Reduced 9.74%	6,438 $1.7 Million
Q3 2024 Nov 06, 2024	SELL	$237.84 - $263.83 $198,596 - $220,298	-835 Reduced 10.48%	7,133 $1.88 Million
Q2 2024 Jul 30, 2024	SELL	$234.99 - $248.98 $84,596 - $89,632	-360 Reduced 4.32%	7,968 $1.93 Million
Q4 2023 Feb 12, 2024	SELL	$195.66 - $233.95 $47,154 - $56,381	-241 Reduced 2.81%	8,328 $1.94 Million
Q3 2023 Nov 14, 2023	SELL	$206.6 - $228.23 $136,149 - $150,403	-659 Reduced 7.14%	8,569 $1.78 Million
Q1 2023 May 04, 2023	SELL	$200.2 - $225.98 $41,241 - $46,551	-206 Reduced 2.18%	9,228 $1.95 Million
Q4 2022 Feb 07, 2023	BUY	$186.57 - $217.26 $25,186 - $29,330	135 Added 1.45%	9,434 $1.92 Million
Q3 2022 Oct 25, 2022	BUY	$187.98 - $227.42 $1.75 Million - $2.11 Million	9,299 New	9,299 $1.82 Million
Q2 2022 Jul 14, 2022	SELL	$190.36 - $240.41 $244,231 - $308,446	-1,283 Closed	0 $0
Q1 2022 May 04, 2022	SELL	$219.86 - $253.39 $36,936 - $42,569	-168 Reduced 11.58%	1,283 $305,000
Q4 2021 Jan 19, 2022	BUY	$236.98 - $261.2 $343,857 - $379,001	1,451 New	1,451 $370,000

Others Institutions Holding VO

# of Institutions

2,325

Shares Held

189M

Call Options Held

55.1K

Put Options Held

18K

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About VANGUARD MID-CAP ETF

Ticker VO
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Vista Wealth Management Group, LLC Vanguard Mid Cap ETF Transaction History