Wealth Shield Partners, LLC Vanguard Mid Cap ETF Transaction History

Wealth Shield Partners, LLC

$640 Million
Q2 2024

A detailed history of Wealth Shield Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 981 shares of VO stock, worth $258,140. This represents 0.04% of its overall portfolio holdings.

Number of Shares

981

Previous 862 13.81%

Holding current value

$258,140

Previous $215,000 10.23%

% of portfolio

0.04%

Previous 0.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$234.99 - $248.98 $27,963 - $29,628	119 Added 13.81%	981 $237,000
Q1 2024 Apr 29, 2024	SELL	$225.86 - $249.86 $3,839 - $4,247	-17 Reduced 1.93%	862 $215,000
Q4 2023 Jan 23, 2024	SELL	$195.66 - $233.95 $336,730 - $402,627	-1,721 Reduced 66.19%	879 $204,000
Q3 2023 Oct 25, 2023	BUY	$206.6 - $228.23 $72,310 - $79,880	350 Added 15.56%	2,600 $541,000
Q2 2023 Aug 03, 2023	BUY	$203.43 - $220.16 $15,867 - $17,172	78 Added 3.59%	2,250 $495,000
Q1 2023 May 08, 2023	SELL	$200.2 - $225.98 $800 - $903	-4 Reduced 0.18%	2,172 $458,000
Q4 2022 Feb 13, 2023	BUY	$186.57 - $217.26 $139,927 - $162,945	750 Added 52.59%	2,176 $443,000
Q3 2022 Nov 04, 2022	BUY	$187.98 - $227.42 $19,549 - $23,651	104 Added 7.87%	1,426 $268,000
Q2 2022 Aug 11, 2022	BUY	$190.36 - $240.41 $47,590 - $60,102	250 Added 23.32%	1,322 $260,000
Q1 2022 May 09, 2022	BUY	$219.86 - $253.39 $32,759 - $37,755	149 Added 16.14%	1,072 $255,000
Q4 2021 Feb 10, 2022	BUY	$236.98 - $261.2 $218,732 - $241,087	923 New	923 $235,000
Q3 2021 Nov 12, 2021	SELL	$229.88 - $249.8 $274,936 - $298,760	-1,196 Closed	0 $0
Q2 2021 Aug 06, 2021	SELL	$223.23 - $238.25 $4,911 - $5,241	-22 Reduced 1.81%	1,196 $284,000
Q1 2021 May 17, 2021	SELL	$203.74 - $225.89 $111,242 - $123,335	-546 Reduced 30.95%	1,218 $270,000
Q4 2020 Feb 16, 2021	BUY	$176.14 - $208.21 $29,767 - $35,187	169 Added 10.6%	1,764 $365,000
Q3 2020 Oct 30, 2020	BUY	$164.39 - $185.0 $36,823 - $41,440	224 Added 16.34%	1,595 $281,000
Q2 2020 Aug 13, 2020	SELL	$124.34 - $175.42 $16,785 - $23,681	-135 Reduced 8.96%	1,371 $225,000
Q1 2020 May 12, 2020	SELL	$112.37 - $186.27 $223,728 - $370,863	-1,991 Reduced 56.93%	1,506 $198,000
Q2 2019 Aug 12, 2019	BUY	N/A	20 Added 0.58%	3,497 $585,000
Q1 2019 May 14, 2019	SELL	N/A	-25 Reduced 0.71%	3,477 $559,000
Q4 2018 Feb 14, 2019	SELL	N/A	-75 Reduced 2.1%	3,502 $484,000
Q2 2018 Aug 02, 2018	SELL	N/A	-812 Reduced 18.5%	3,577 $564,000
Q1 2018 May 11, 2018	SELL	N/A	-1,210 Reduced 21.61%	4,389 $677,000
Q4 2017 Apr 18, 2018	BUY	N/A	5,599	5,599 $872,000

Others Institutions Holding VO

# of Institutions

2,016

Shares Held

171M

Call Options Held

58.4K

Put Options Held

26K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Industry ETFs

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Wealth Shield Partners, LLC Vanguard Mid Cap ETF Transaction History