Wealthspire Advisors, LLC Vanguard Mid Cap ETF Transaction History

Wealthspire Advisors, LLC

$9.93 Billion
Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 557,214 shares of VO stock, worth $145 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

557,214

Previous 551,127 1.1%

Holding current value

$145 Million

Previous $145 Million 1.22%

% of portfolio

1.48%

Previous 1.5%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$261.5 - $284.63 $1.59 Million - $1.73 Million	6,087 Added 1.1%	557,214 $147 Million
Q3 2024 Nov 13, 2024	BUY	$237.84 - $263.83 $2.55 Million - $2.83 Million	10,724 Added 1.98%	551,127 $145 Million
Q2 2024 Aug 08, 2024	SELL	$234.99 - $248.98 $1.96 Million - $2.07 Million	-8,325 Reduced 1.52%	540,403 $131 Million
Q1 2024 May 06, 2024	SELL	$225.86 - $249.86 $2.07 Million - $2.29 Million	-9,149 Reduced 1.64%	548,728 $137 Million
Q4 2023 Feb 06, 2024	BUY	$195.66 - $233.95 $319,904 - $382,508	1,635 Added 0.29%	557,877 $130 Million
Q3 2023 Nov 06, 2023	SELL	$206.6 - $228.23 $171,271 - $189,202	-829 Reduced 0.15%	556,242 $116 Million
Q2 2023 Jul 31, 2023	BUY	$203.43 - $220.16 $26,039 - $28,180	128 Added 0.02%	557,071 $123 Million
Q1 2023 May 09, 2023	BUY	$200.2 - $225.98 $797,997 - $900,756	3,986 Added 0.72%	556,943 $117 Million
Q4 2022 Feb 13, 2023	BUY	$186.57 - $217.26 $4.97 Million - $5.79 Million	26,655 Added 5.06%	552,957 $113 Million
Q3 2022 Nov 14, 2022	BUY	$187.98 - $227.42 $9.46 Million - $11.5 Million	50,351 Added 10.58%	526,302 $98.9 Million
Q2 2022 Aug 09, 2022	BUY	$190.36 - $240.41 $4.08 Million - $5.15 Million	21,428 Added 4.71%	475,951 $93.7 Million
Q1 2022 May 09, 2022	BUY	$219.86 - $253.39 $15.5 Million - $17.9 Million	70,677 Added 18.41%	454,523 $108 Million
Q4 2021 Feb 14, 2022	BUY	$236.98 - $261.2 $4.59 Million - $5.06 Million	19,363 Added 5.31%	383,846 $97.8 Million
Q3 2021 Nov 15, 2021	SELL	$229.88 - $249.8 $4.1 Million - $4.45 Million	-17,834 Reduced 4.66%	364,483 $86.3 Million
Q2 2021 Aug 13, 2021	BUY	$223.23 - $238.25 $656,296 - $700,455	2,940 Added 0.77%	382,317 $90.7 Million
Q1 2021 May 17, 2021	SELL	$203.74 - $225.89 $897,270 - $994,819	-4,404 Reduced 1.15%	379,377 $84 Million
Q4 2020 Feb 16, 2021	BUY	$176.14 - $208.21 $60.5 Million - $71.5 Million	343,252 Added 846.93%	383,781 $79.4 Million
Q3 2020 Nov 16, 2020	BUY	$164.39 - $185.0 $226,529 - $254,930	1,378 Added 3.52%	40,529 $7.14 Million
Q2 2020 Aug 14, 2020	SELL	$124.34 - $175.42 $41.4 Million - $58.5 Million	-333,311 Reduced 89.49%	39,151 $6.42 Million
Q1 2020 May 12, 2020	BUY	$112.37 - $186.27 $41.9 Million - $69.4 Million	372,462 New	372,462 $49 Million
Q1 2019 May 08, 2019	SELL	N/A	-240 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	240 New	240 $33,000

Others Institutions Holding VO

# of Institutions

2,305

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Account

Wealthspire Advisors, LLC Vanguard Mid Cap ETF Transaction History