West Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History

West Financial Advisors, LLC

$518 Million
Q4 2024

A detailed history of West Financial Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 8,682 shares of VO stock, worth $2.41 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

8,682

Previous 8,739 0.65%

Holding current value

$2.41 Million

Previous $2.31 Million 0.52%

% of portfolio

0.44%

Previous 0.45%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$261.5 - $284.63 $14,905 - $16,223	-57 Reduced 0.65%	8,682 $2.29 Million
Q3 2024 Oct 08, 2024	BUY	$237.84 - $263.83 $222,380 - $246,681	935 Added 11.98%	8,739 $2.31 Million
Q2 2024 Jul 15, 2024	BUY	$234.99 - $248.98 $24,908 - $26,391	106 Added 1.38%	7,804 $1.89 Million
Q1 2024 Apr 11, 2024	BUY	$225.86 - $249.86 $46,075 - $50,971	204 Added 2.72%	7,698 $1.92 Million
Q4 2023 Jan 11, 2024	BUY	$195.66 - $233.95 $134,222 - $160,489	686 Added 10.08%	7,494 $1.74 Million
Q3 2023 Oct 10, 2023	BUY	$206.6 - $228.23 $40,080 - $44,276	194 Added 2.93%	6,808 $1.42 Million
Q2 2023 Jul 07, 2023	BUY	$203.43 - $220.16 $43,534 - $47,114	214 Added 3.34%	6,614 $1.46 Million
Q1 2023 Apr 18, 2023	BUY	$200.2 - $225.98 $230,830 - $260,554	1,153 Added 21.97%	6,400 $1.35 Million
Q4 2022 Jan 10, 2023	SELL	$186.57 - $217.26 $65,112 - $75,823	-349 Reduced 6.24%	5,247 $0
Q3 2022 Oct 11, 2022	BUY	$187.98 - $227.42 $36,656 - $44,346	195 Added 3.61%	5,596 $1.05 Million
Q2 2022 Jul 14, 2022	BUY	$190.36 - $240.41 $22,843 - $28,849	120 Added 2.27%	5,401 $1.06 Million
Q1 2022 Apr 18, 2022	BUY	$219.86 - $253.39 $949,795 - $1.09 Million	4,320 Added 449.53%	5,281 $1.26 Million
Q4 2021 Jan 19, 2022	SELL	$236.98 - $261.2 $4,976 - $5,485	-21 Reduced 2.14%	961 $245,000
Q3 2021 Oct 13, 2021	BUY	$229.88 - $249.8 $225,742 - $245,303	982 New	982 $233,000

Others Institutions Holding VO

# of Institutions

2,178

Shares Held

175M

Call Options Held

52.1K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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West Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History