Wealthstream Advisors, Inc. Vanguard Mid Cap ETF Transaction History

Wealthstream Advisors, Inc.

$519 Million
Q4 2024

A detailed history of Wealthstream Advisors, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 1,452 shares of VO stock, worth $385,912. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,452

Previous 1,447 0.35%

Holding current value

$385,912

Previous $381,000 0.52%

% of portfolio

0.07%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$261.5 - $284.63 $1,307 - $1,423	5 Added 0.35%	1,452 $383,000
Q3 2024 Nov 06, 2024	SELL	$237.84 - $263.83 $4,043 - $4,485	-17 Reduced 1.16%	1,447 $381,000
Q1 2024 May 08, 2024	BUY	$225.86 - $249.86 $1,129 - $1,249	5 Added 0.34%	1,464 $365,000
Q4 2023 Feb 12, 2024	BUY	$195.66 - $233.95 $1,565 - $1,871	8 Added 0.55%	1,459 $339,000
Q3 2023 Nov 06, 2023	BUY	$206.6 - $228.23 $1,033 - $1,141	5 Added 0.35%	1,451 $302,000
Q2 2023 Aug 02, 2023	BUY	$203.43 - $220.16 $92,967 - $100,613	457 Added 46.21%	1,446 $318,000
Q1 2023 May 02, 2023	SELL	$200.2 - $225.98 $1,201 - $1,355	-6 Reduced 0.6%	989 $208,000
Q4 2022 Feb 02, 2023	BUY	$186.57 - $217.26 $185,637 - $216,173	995 New	995 $202,000
Q2 2022 Aug 05, 2022	SELL	$190.36 - $240.41 $264,219 - $333,689	-1,388 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$219.86 - $253.39 $879 - $1,013	4 Added 0.29%	1,388 $330,000
Q4 2021 Feb 09, 2022	BUY	$236.98 - $261.2 $327,980 - $361,500	1,384 New	1,384 $353,000

Others Institutions Holding VO

# of Institutions

2,295

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

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About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Wealthstream Advisors, Inc. Vanguard Mid Cap ETF Transaction History