Wells Trecaso Financial Group, LLC Vanguard Mid Cap ETF Transaction History

Wells Trecaso Financial Group, LLC

  • $283 Million
  • Q1 2024

A detailed history of Wells Trecaso Financial Group, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 2,038 shares of VO stock, worth $507,645. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,038
Previous 2,013 1.24%
Holding current value
$507,645
Previous $468,000 8.76%
% of portfolio
0.18%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
BUY
$225.86 - $249.86 $5,646 - $6,246
25 Added 1.24%
2,038 $509,000
Q4 2023

Jan 19, 2024
BUY
$195.66 - $233.95 $67,502 - $80,712
345 Added 20.68%
2,013 $468,000
Q1 2023

Apr 20, 2023
BUY
$200.2 - $225.98 $2,002 - $2,259
10 Added 0.6%
1,668 $351,000
Q3 2022

Oct 24, 2022
BUY
N/A
83 Added 5.27%
1,658 $312,000
Q1 2022

Apr 14, 2022
BUY
N/A
435 Added 38.16%
1,575 $375,000
Q4 2021

Jan 31, 2022
BUY
N/A
100 Added 9.62%
1,140 $290,000
Q4 2020

Feb 04, 2021
BUY
N/A
1,040 New
1,040 $215,000
Q3 2020

Oct 26, 2020
SELL
N/A
-1,040 Closed
0 $0
Q2 2020

Jul 21, 2020
BUY
N/A
1,040 New
1,040 $170,000

Others Institutions Holding VO

# of Institutions
1,969
Shares Held
168M
Call Options Held
224K
Put Options Held
28.5K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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