Wealthspan Partners, LLC Vanguard Mid Cap ETF Transaction History

Wealthspan Partners, LLC

$205 Million
Q1 2025

A detailed history of Wealthspan Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 11,275 shares of VO stock, worth $2.85 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

11,275

Previous 11,740 3.96%

Holding current value

$2.85 Million

Previous $3.1 Million 5.97%

% of portfolio

1.42%

Previous 1.52%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$251.87 - $277.95 $117,119 - $129,246	-465 Reduced 3.96%	11,275 $2.92 Million
Q4 2024 Jan 24, 2025	SELL	$261.5 - $284.63 $186,449 - $202,941	-713 Reduced 5.73%	11,740 $3.1 Million
Q3 2024 Nov 04, 2024	SELL	$237.84 - $263.83 $32,584 - $36,144	-137 Reduced 1.09%	12,453 $3.29 Million
Q2 2024 Jul 19, 2024	BUY	$234.99 - $248.98 $53,342 - $56,518	227 Added 1.84%	12,590 $3.05 Million
Q1 2024 Apr 29, 2024	BUY	$225.86 - $249.86 $338,338 - $374,290	1,498 Added 13.79%	12,363 $3.09 Million
Q4 2023 Jan 29, 2024	BUY	$195.66 - $233.95 $74,350 - $88,901	380 Added 3.62%	10,865 $2.53 Million
Q3 2023 Nov 01, 2023	BUY	$206.6 - $228.23 $316,098 - $349,191	1,530 Added 17.09%	10,485 $2.18 Million
Q2 2023 Aug 08, 2023	SELL	$203.43 - $220.16 $12,612 - $13,649	-62 Reduced 0.69%	8,955 $1.97 Million
Q1 2023 Apr 21, 2023	SELL	$200.2 - $225.98 $26,426 - $29,829	-132 Reduced 1.44%	9,017 $1.9 Million
Q4 2022 Feb 13, 2023	SELL	$186.57 - $217.26 $3,358 - $3,910	-18 Reduced 0.2%	9,149 $1.86 Million
Q3 2022 Nov 14, 2022	BUY	$187.98 - $227.42 $154,331 - $186,711	821 Added 9.84%	9,167 $1.72 Million
Q2 2022 Aug 11, 2022	BUY	$190.36 - $240.41 $98,987 - $125,013	520 Added 6.64%	8,346 $1.64 Million
Q1 2022 May 12, 2022	BUY	$219.86 - $253.39 $65,078 - $75,003	296 Added 3.93%	7,826 $1.86 Million
Q4 2021 Feb 15, 2022	BUY	$236.98 - $261.2 $1.78 Million - $1.97 Million	7,530 New	7,530 $1.92 Million

Others Institutions Holding VO

# of Institutions

2,328

Shares Held

190M

Call Options Held

55.1K

Put Options Held

18K

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

News

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

Account

Wealthspan Partners, LLC Vanguard Mid Cap ETF Transaction History