Wealth Architects, LLC Vanguard Mid Cap ETF Transaction History

Wealth Architects, LLC

$827 Million
Q4 2024

A detailed history of Wealth Architects, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wealth Architects, LLC holds 4,281 shares of VO stock, worth $1.18 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,281

Previous 4,281 -0.0%

Holding current value

$1.18 Million

Previous $1.13 Million 0.09%

% of portfolio

0.14%

Previous 0.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$234.99 - $248.98 $50,992 - $54,028	217 Added 5.34%	4,281 $1.04 Million
Q1 2024 May 13, 2024	SELL	$225.86 - $249.86 $27,554 - $30,482	-122 Reduced 2.91%	4,064 $1.02 Million
Q4 2023 Feb 14, 2024	BUY	$195.66 - $233.95 $195 - $233	1 Added 0.02%	4,186 $973,000
Q3 2023 Nov 09, 2023	SELL	$206.6 - $228.23 $66,112 - $73,033	-320 Reduced 7.1%	4,185 $871,000
Q2 2023 Aug 02, 2023	BUY	$203.43 - $220.16 $65,301 - $70,671	321 Added 7.67%	4,505 $991,000
Q1 2023 Apr 21, 2023	BUY	$200.2 - $225.98 $200 - $225	1 Added 0.02%	4,184 $882,000
Q4 2022 Feb 09, 2023	BUY	$186.57 - $217.26 $186 - $217	1 Added 0.02%	4,183 $852,000
Q1 2022 May 17, 2022	BUY	$219.86 - $253.39 $29,241 - $33,700	133 Added 3.28%	4,182 $995,000
Q4 2021 Jan 19, 2022	BUY	$236.98 - $261.2 $236 - $261	1 Added 0.02%	4,049 $1.03 Million
Q3 2021 Nov 09, 2021	BUY	$229.88 - $249.8 $179,996 - $195,593	783 Added 23.98%	4,048 $0
Q1 2021 Apr 29, 2021	SELL	$203.74 - $225.89 $42,785 - $47,436	-210 Reduced 6.04%	3,265 $723,000
Q4 2020 Jan 28, 2021	SELL	$176.14 - $208.21 $8,454 - $9,994	-48 Reduced 1.36%	3,475 $719,000
Q3 2020 Nov 09, 2020	BUY	$164.39 - $185.0 $37,480 - $42,180	228 Added 6.92%	3,523 $621,000
Q4 2019 Jan 28, 2020	BUY	$162.13 - $178.73 $7,944 - $8,757	49 Added 1.51%	3,295 $587,000
Q3 2018 Oct 04, 2018	BUY	N/A	51 Added 1.6%	3,246 $533,000
Q2 2018 Jul 19, 2018	SELL	N/A	-44 Reduced 1.36%	3,195 $504,000
Q1 2018 Apr 13, 2018	BUY	N/A	44 Added 1.38%	3,239 $499,000
Q2 2017 Aug 10, 2017	BUY	N/A	3,195	3,195 $455,000

Others Institutions Holding VO

# of Institutions

2,217

Shares Held

185M

Call Options Held

52.1K

Put Options Held

9.6K

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 Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.

Account

Wealth Architects, LLC Vanguard Mid Cap ETF Transaction History