Wealthsource Partners, LLC Vanguard Mid Cap ETF Transaction History

Wealthsource Partners, LLC

$1.52 Billion
Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 1,222 shares of VO stock, worth $328,791. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,222

Holding current value

$328,791

% of portfolio

0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	BUY	$195.66 - $233.95 $239,096 - $285,886	1,222 New	1,222 $284,000
Q2 2022 Aug 10, 2022	SELL	$190.36 - $240.41 $288,966 - $364,942	-1,518 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$219.86 - $253.39 $52,546 - $60,560	239 Added 18.69%	1,518 $361,000
Q4 2021 Feb 14, 2022	SELL	$236.98 - $261.2 $14,218 - $15,672	-60 Reduced 4.48%	1,279 $326,000
Q3 2021 Nov 18, 2021	BUY	$229.88 - $249.8 $31,953 - $34,722	139 Added 11.58%	1,339 $317,000
Q2 2021 Nov 18, 2021	BUY	$223.23 - $238.25 $267,876 - $285,900	1,200 New	1,200 $285,000
Q2 2018 Aug 14, 2018	SELL	N/A	-1,488 Closed	0 $0
Q1 2018 Apr 16, 2018	SELL	N/A	-93 Reduced 5.88%	1,488 $229,000
Q1 2018 Apr 16, 2018	SELL	N/A	-154 Reduced 8.88%	1,581 $220,000
Q4 2017 Feb 16, 2018	BUY	N/A	203 Added 13.25%	1,735 $269,000
Q3 2017 Nov 20, 2017	SELL	N/A	-76 Reduced 4.73%	1,532 $225,000
Q2 2017 Aug 16, 2017	BUY	N/A	1,608	1,608 $229,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

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 Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Account

Wealthsource Partners, LLC Vanguard Mid Cap ETF Transaction History