Waypoint Wealth Counsel Vanguard Mid Cap ETF Transaction History

Waypoint Wealth Counsel

$149 Billion
Q3 2024

A detailed history of Waypoint Wealth Counsel transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 5,758 shares of VO stock, worth $1.52 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

5,758

Previous 5,748 0.17%

Holding current value

$1.52 Million

Previous $1.39 Billion 9.17%

% of portfolio

1.02%

Previous 1.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$237.84 - $263.83 $2,378 - $2,638	10 Added 0.17%	5,758 $1.52 Billion
Q2 2024 Jul 19, 2024	BUY	$234.99 - $248.98 $3,759 - $3,983	16 Added 0.28%	5,748 $1.39 Billion
Q1 2024 Apr 12, 2024	BUY	$225.86 - $249.86 $1,806 - $1,998	8 Added 0.14%	5,732 $1.43 Billion
Q4 2023 Apr 03, 2024	SELL	$195.66 - $233.95 $267,075 - $319,341	-1,365 Reduced 19.26%	5,724 $1.33 Billion
Q3 2023 Apr 03, 2024	BUY	$206.6 - $228.23 $1,652 - $1,825	8 Added 0.11%	7,089 $1.48 Billion
Q2 2023 Apr 02, 2024	SELL	$203.43 - $220.16 $289,480 - $313,287	-1,423 Reduced 16.73%	7,081 $1.56 Billion
Q1 2023 Apr 04, 2024	BUY	$200.2 - $225.98 $270,470 - $305,298	1,351 Added 23.6%	7,075 $1.49 Billion
Q4 2022 Mar 22, 2024	BUY	$186.57 - $217.26 $1.59 Million - $1.85 Million	8,504 New	8,504 $1.73 Billion

Others Institutions Holding VO

# of Institutions

2,018

Shares Held

171M

Call Options Held

58.4K

Put Options Held

26K

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 Waypoint Wealth Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Counsel with notifications on news.

Account

Waypoint Wealth Counsel Vanguard Mid Cap ETF Transaction History