Wealthpoint, LLC Vanguard Mid Cap ETF Transaction History

Wealthpoint, LLC

  • $247 Million
  • Q3 2023

A detailed history of Wealthpoint, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wealthpoint, LLC holds 39,582 shares of VO stock, worth $9.58 Million. This represents 3.33% of its overall portfolio holdings.

Number of Shares
39,582
Previous 42,132 6.05%
Holding current value
$9.58 Million
Previous $9.28 Million 11.14%
% of portfolio
3.33%
Previous 3.41%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 12, 2023
SELL
$206.6 - $228.23 $526,830 - $581,986
-2,550 Reduced 6.05%
39,582 $8.24 Million
Q2 2023

Jul 24, 2023
SELL
$203.43 - $220.16 $448,970 - $485,893
-2,207 Reduced 4.98%
42,132 $9.28 Million
Q1 2023

Apr 20, 2023
SELL
$200.2 - $225.98 $223,022 - $251,741
-1,114 Reduced 2.45%
44,339 $9.35 Million
Q4 2022

Jan 24, 2023
SELL
$199.06 - $217.26 $563,936 - $615,497
-2,833 Reduced 5.87%
45,453 $0
Q3 2022

Oct 18, 2022
SELL
N/A
-5,502 Reduced 10.23%
48,286 $9.08 Million
Q2 2022

Jul 18, 2022
SELL
N/A
-749 Reduced 1.37%
53,788 $10.6 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-1,004 Reduced 1.81%
54,537 $13 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-5,272 Reduced 8.67%
55,541 $14.2 Million
Q3 2021

Nov 01, 2021
BUY
N/A
77 Added 0.13%
60,813 $14.4 Million
Q2 2021

Jul 26, 2021
SELL
N/A
-79 Reduced 0.13%
60,736 $14.4 Million
Q1 2021

Apr 27, 2021
BUY
N/A
233 Added 0.38%
60,815 $13.5 Million
Q4 2020

Feb 08, 2021
SELL
N/A
-767 Reduced 1.25%
60,582 $12.5 Million
Q3 2020

Nov 09, 2020
BUY
N/A
436 Added 0.72%
61,349 $10.8 Million
Q2 2020

Aug 06, 2020
SELL
N/A
-236 Reduced 0.39%
60,913 $9.98 Million
Q1 2020

Apr 16, 2020
SELL
N/A
-3,799 Reduced 5.85%
61,149 $8.05 Million
Q4 2019

Jan 31, 2020
BUY
N/A
5,277 Added 8.84%
64,948 $11.6 Million
Q3 2019

Nov 14, 2019
BUY
N/A
3,252 Added 5.76%
59,671 $10 Million
Q2 2019

Aug 08, 2019
BUY
N/A
56,419 New
56,419 $9.43 Million
Q1 2019

May 16, 2019
SELL
N/A
-43,035 Closed
0 $0
Q4 2018

Feb 15, 2019
BUY
N/A
43,035 New
43,035 $5.95 Million

Others Institutions Holding VO

# of Institutions
1,964
Shares Held
167M
Call Options Held
224K
Put Options Held
206K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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