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 $357,508. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,222

Holding current value

$357,508

% 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

2,449

Shares Held

211M

Call Options Held

71.5K

Put Options Held

24.9K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Wealthsource Partners, LLC Vanguard Mid Cap ETF Transaction History