Wealthquest Corp Vanguard Mid Cap ETF Transaction History

Wealthquest Corp

$938 Million
Q1 2025

A detailed history of Wealthquest Corp transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wealthquest Corp holds 133,627 shares of VO stock, worth $36 Million. This represents 3.68% of its overall portfolio holdings.

Number of Shares

133,627

Holding current value

$36 Million

% of portfolio

3.68%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$251.87 - $277.95 $33.7 Million - $37.1 Million	133,627 New	133,627 $34.6 Million
Q4 2024 Jan 16, 2025	BUY	$261.5 - $284.63 $943,230 - $1.03 Million	3,607 Added 2.93%	126,653 $33.5 Million
Q3 2024 Nov 21, 2024	BUY	$237.84 - $263.83 $2.97 Million - $3.29 Million	12,473 Added 11.28%	123,046 $32.5 Million
Q2 2024 Aug 26, 2024	BUY	$234.99 - $248.98 $1.19 Million - $1.26 Million	5,058 Added 4.79%	110,573 $26.8 Million
Q1 2024 May 09, 2024	BUY	$225.86 - $249.86 $6,098 - $6,746	27 Added 0.03%	105,515 $26.4 Million
Q4 2023 Feb 15, 2024	BUY	$195.66 - $233.95 $680,896 - $814,146	3,480 Added 3.41%	105,488 $24.5 Million
Q3 2023 Nov 15, 2023	BUY	$206.6 - $228.23 $742,313 - $820,030	3,593 Added 3.65%	102,008 $21.2 Million
Q2 2023 Aug 14, 2023	BUY	$203.43 - $220.16 $629,615 - $681,395	3,095 Added 3.25%	98,415 $21.7 Million
Q1 2023 May 04, 2023	BUY	$200.2 - $225.98 $419,018 - $472,976	2,093 Added 2.25%	95,320 $20.1 Million
Q4 2022 Feb 10, 2023	BUY	$186.57 - $217.26 $507,843 - $591,381	2,722 Added 3.01%	93,227 $19 Million
Q3 2022 Nov 08, 2022	BUY	$187.98 - $227.42 $3.66 Million - $4.43 Million	19,483 Added 27.43%	90,505 $17 Million
Q2 2022 Aug 12, 2022	SELL	$190.36 - $240.41 $1.96 Million - $2.48 Million	-10,305 Reduced 12.67%	71,022 $14 Million
Q4 2021 Feb 14, 2022	BUY	$236.98 - $261.2 $636,054 - $701,060	2,684 Added 3.41%	81,327 $20.7 Million
Q3 2021 Nov 15, 2021	BUY	$229.88 - $249.8 $3.31 Million - $3.6 Million	14,400 Added 22.41%	78,643 $18.6 Million
Q2 2021 Aug 10, 2021	SELL	$223.23 - $238.25 $671,475 - $716,656	-3,008 Reduced 4.47%	64,243 $15.2 Million
Q1 2021 May 13, 2021	BUY	$203.74 - $225.89 $1.05 Million - $1.16 Million	5,136 Added 8.27%	67,251 $14.9 Million
Q4 2020 Feb 09, 2021	BUY	$176.14 - $208.21 $379,405 - $448,484	2,154 Added 3.59%	62,115 $12.8 Million
Q3 2020 Nov 12, 2020	BUY	$164.39 - $185.0 $567,638 - $638,805	3,453 Added 6.11%	59,961 $10.6 Million
Q2 2020 Aug 11, 2020	BUY	$124.34 - $175.42 $3.63 Million - $5.13 Million	29,221 Added 107.09%	56,508 $9.26 Million
Q4 2019 Feb 18, 2020	BUY	$162.13 - $178.73 $1.46 Million - $1.61 Million	9,034 Added 49.49%	27,287 $4.86 Million
Q3 2019 Oct 18, 2019	BUY	$166.82 - $169.81 $1.36 Million - $1.38 Million	8,141 Added 80.51%	18,253 $3.06 Million
Q2 2019 Jul 22, 2019	BUY	N/A	2,503 Added 32.9%	10,112 $1.69 Million
Q1 2019 Apr 18, 2019	BUY	N/A	1,474 Added 24.03%	7,609 $1.22 Million
Q4 2018 Jan 23, 2019	BUY	N/A	6,135 New	6,135 $847,000

Others Institutions Holding VO

# of Institutions

2,350

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

Wells Fargo & Company San Francisco, CA

24M
Shares

$6.46 Billion
1.45% of portfolio
Jones Financial Companies Lllp

18.4M
Shares

$4.95 Billion
4.27% of portfolio
Bank Of America Corp Charlotte, NC

16.6M
Shares

$4.48 Billion
0.35% of portfolio
Creative Planning Overland Park, KS

8.21M
Shares

$2.22 Billion
2.0% of portfolio
Morgan Stanley New York, NY

8.03M
Shares

$2.17 Billion
0.15% of portfolio

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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