Waldron Private Wealth LLC Vanguard Mid Cap ETF Transaction History

Waldron Private Wealth LLC

$2.5 Billion
Q4 2025

A detailed history of Waldron Private Wealth LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Waldron Private Wealth LLC holds 3,597 shares of VO stock, worth $1.03 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,597

Previous 3,533 1.81%

Holding current value

$1.03 Million

Previous $1.04 Million 0.48%

% of portfolio

0.04%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	$286.27 - $296.23 $18,321 - $18,958	64 Added 1.81%	3,597 $1.03 Million
Q3 2025 Oct 29, 2025	BUY	$279.83 - $293.74 $397,358 - $417,110	1,420 Added 67.2%	3,533 $1.04 Million
Q2 2025 Jul 31, 2025	SELL	$228.54 - $279.83 $9,827 - $12,032	-43 Reduced 1.99%	2,113 $591,000
Q1 2025 May 08, 2025	SELL	$251.87 - $277.95 $250,610 - $276,560	-995 Reduced 31.58%	2,156 $557,000
Q4 2024 Jan 23, 2025	BUY	$261.5 - $284.63 $46,285 - $50,379	177 Added 5.95%	3,151 $832,000

Q3 2024 Oct 21, 2024	BUY	$237.84 - $263.83 $12,129 - $13,455	51 Added 1.74%	2,974 $784,000
Q2 2024 Jul 31, 2024	SELL	$234.99 - $248.98 $340,735 - $361,021	-1,450 Reduced 33.16%	2,923 $707,000
Q1 2024 May 09, 2024	BUY	$225.86 - $249.86 $362,279 - $400,775	1,604 Added 57.93%	4,373 $1.09 Million
Q4 2023 Aug 29, 2024	BUY	$195.66 - $233.95 $32,283 - $38,601	165 Added 6.34%	2,769 $644,000
Q4 2023 Jan 30, 2024	BUY	$195.66 - $233.95 $32,283 - $38,601	165 Added 6.34%	2,769 $644,000
Q3 2023 Aug 29, 2024	SELL	$206.6 - $228.23 $876,397 - $968,151	-4,242 Reduced 61.96%	2,604 $542,000
Q3 2023 Oct 26, 2023	SELL	$206.6 - $228.23 $876,397 - $968,151	-4,242 Reduced 61.96%	2,604 $542,000
Q2 2023 Aug 29, 2024	SELL	$203.43 - $220.16 $97,646 - $105,676	-480 Reduced 6.55%	6,846 $1.51 Million
Q2 2023 Aug 07, 2023	SELL	$203.43 - $220.16 $97,646 - $105,676	-480 Reduced 6.55%	6,846 $1.51 Million
Q1 2023 Aug 29, 2024	BUY	$200.2 - $225.98 $881,480 - $994,989	4,403 Added 150.63%	7,326 $1.55 Million
Q1 2023 May 02, 2023	BUY	$200.2 - $225.98 $3,203 - $3,615	16 Added 0.22%	7,326 $1.55 Million
Q3 2022 Nov 14, 2022	BUY	$187.98 - $227.42 $751 - $909	4 Added 0.05%	7,310 $1.37 Million
Q2 2022 Aug 03, 2022	BUY	$190.36 - $240.41 $19,036 - $24,041	100 Added 1.39%	7,306 $1.44 Million
Q4 2021 Feb 02, 2022	BUY	$236.98 - $261.2 $91,237 - $100,562	385 Added 5.64%	7,206 $1.84 Million
Q3 2021 Nov 02, 2021	BUY	$229.88 - $249.8 $728,719 - $791,866	3,170 Added 86.83%	6,821 $1.61 Million
Q4 2020 Feb 12, 2021	BUY	$176.14 - $208.21 $643,087 - $760,174	3,651 New	3,651 $754,000
Q4 2018 Feb 13, 2019	SELL	N/A	-2,095 Closed	0 $0
Q4 2017 Jan 26, 2018	BUY	N/A	2,095	2,095 $324,000

Others Institutions Holding VO

# of Institutions

2,518

Shares Held

221M

Call Options Held

55K

Put Options Held

34.5K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Waldron Private Wealth LLC Vanguard Mid Cap ETF Transaction History