Wealthstream Advisors, Inc. Vanguard Mid Cap ETF Transaction History

Wealthstream Advisors, Inc.

$255 Million
Q1 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 1,464 shares of VO stock, worth $363,233. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,464

Previous 1,459 0.34%

Holding current value

$363,233

Previous $339,000 7.67%

% of portfolio

0.14%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$199.06 - $217.26 $198,064 - $216,173	995 New	995 $202,000
Q2 2022 Aug 05, 2022	SELL	N/A	-1,388 Closed	0 $0
Q1 2022 May 10, 2022	BUY	N/A	4 Added 0.29%	1,388 $330,000
Q4 2021 Feb 09, 2022	BUY	N/A	1,384 New	1,384 $353,000

Others Institutions Holding VO

# of Institutions

1,960

Shares Held

167M

Call Options Held

224K

Put Options Held

28.5K

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 Wealthstream Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealthstream Advisors, Inc. with notifications on news.

Account

Wealthstream Advisors, Inc. Vanguard Mid Cap ETF Transaction History