A detailed history of Wealthspan Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 12,590 shares of VO stock, worth $3.35 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
12,590
Previous 12,363 1.84%
Holding current value
$3.35 Million
Previous $3.09 Million 1.33%
% of portfolio
1.71%
Previous 1.83%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, LLC and customize your updates to receive the information that matters most to you.

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.