Walkner Condon Financial Advisors LLC Vanguard Mid Cap ETF Transaction History

Walkner Condon Financial Advisors LLC

$484 Million
Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 24,514 shares of VO stock, worth $6.6 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

24,514

Previous 23,598 3.88%

Holding current value

$6.6 Million

Previous $5.71 Million 13.2%

% of portfolio

1.34%

Previous 1.24%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$237.84 - $263.83 $217,861 - $241,668	916 Added 3.88%	24,514 $6.47 Million
Q2 2024 Jul 26, 2024	BUY	$234.99 - $248.98 $205,146 - $217,359	873 Added 3.84%	23,598 $5.71 Million
Q1 2024 Apr 22, 2024	SELL	$225.86 - $249.86 $59,627 - $65,963	-264 Reduced 1.15%	22,725 $5.68 Million
Q4 2023 Jan 23, 2024	BUY	$195.66 - $233.95 $128,157 - $153,237	655 Added 2.93%	22,989 $5.35 Million
Q3 2023 Oct 19, 2023	SELL	$206.6 - $228.23 $35,535 - $39,255	-172 Reduced 0.76%	22,334 $4.65 Million
Q2 2023 Jul 21, 2023	SELL	$203.43 - $220.16 $222,145 - $240,414	-1,092 Reduced 4.63%	22,506 $4.95 Million
Q1 2023 Apr 20, 2023	BUY	$200.2 - $225.98 $67,667 - $76,381	338 Added 1.45%	23,598 $4.98 Million
Q4 2022 Jan 25, 2023	BUY	$186.57 - $217.26 $97,389 - $113,409	522 Added 2.3%	23,260 $0
Q3 2022 Oct 28, 2022	BUY	$187.98 - $227.42 $157,339 - $190,350	837 Added 3.82%	22,738 $4.28 Million
Q2 2022 Aug 04, 2022	BUY	$190.36 - $240.41 $240,234 - $303,397	1,262 Added 6.11%	21,901 $4.32 Million
Q1 2022 May 03, 2022	BUY	$219.86 - $253.39 $226,895 - $261,498	1,032 Added 5.26%	20,639 $4.91 Billion
Q4 2021 Feb 11, 2022	SELL	$236.98 - $261.2 $791,276 - $872,146	-3,339 Reduced 14.55%	19,607 $0
Q3 2021 Nov 04, 2021	SELL	$229.88 - $249.8 $65,056 - $70,693	-283 Reduced 1.22%	22,946 $5.43 Million
Q2 2021 Aug 10, 2021	BUY	$223.23 - $238.25 $485,302 - $517,955	2,174 Added 10.33%	23,229 $5.51 Million
Q1 2021 Apr 13, 2021	BUY	$203.74 - $225.89 $290,940 - $322,570	1,428 Added 7.28%	21,055 $4.66 Million
Q4 2020 Jan 12, 2021	BUY	$176.14 - $208.21 $1.12 Million - $1.33 Million	6,375 Added 48.11%	19,627 $4.06 Million
Q3 2020 Nov 10, 2020	BUY	$164.39 - $185.0 $1.41 Million - $1.59 Million	8,589 Added 184.19%	13,252 $2.34 Million
Q2 2020 Aug 26, 2020	SELL	$124.34 - $175.42 $75,350 - $106,304	-606 Reduced 11.5%	4,663 $764,000
Q1 2020 Aug 26, 2020	SELL	$112.37 - $186.27 $40,003 - $66,312	-356 Reduced 6.33%	5,269 $694,000
Q4 2019 Aug 26, 2020	BUY	$162.13 - $178.73 $911,981 - $1.01 Million	5,625 New	5,625 $1 Million

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

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

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.

Account

Walkner Condon Financial Advisors LLC Vanguard Mid Cap ETF Transaction History