Westshore Wealth, LLC Vanguard Mid Cap ETF Transaction History

Westshore Wealth, LLC

$241 Million
Q3 2024

A detailed history of Westshore Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Westshore Wealth, LLC holds 2,706 shares of VO stock, worth $724,991. This represents 0.3% of its overall portfolio holdings.

Number of Shares

2,706

Previous 2,703 0.11%

Holding current value

$724,991

Previous $654,000 9.02%

% of portfolio

0.3%

Previous 0.27%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$237.84 - $263.83 $713 - $791	3 Added 0.11%	2,706 $713,000
Q2 2024 Oct 31, 2024	SELL	$234.99 - $248.98 $3,054 - $3,236	-13 Reduced 0.48%	2,703 $654,000
Q1 2024 Oct 31, 2024	BUY	$225.86 - $249.86 $23,941 - $26,485	106 Added 4.06%	2,716 $678,000
Q3 2023 Feb 15, 2024	SELL	$206.6 - $228.23 $35,535 - $39,255	-172 Reduced 6.18%	2,610 $543,000
Q2 2023 Sep 05, 2023	BUY	$203.43 - $220.16 $203 - $220	1 Added 0.04%	2,782 $612,000
Q1 2023 May 12, 2023	SELL	$200.2 - $225.98 $26,626 - $30,055	-133 Reduced 4.56%	2,781 $586,000
Q4 2022 Feb 14, 2023	BUY	$186.57 - $217.26 $94,031 - $109,499	504 Added 20.91%	2,914 $593,000
Q3 2022 Nov 02, 2022	BUY	$187.98 - $227.42 $21,993 - $26,608	117 Added 5.1%	2,410 $453,000
Q2 2022 Jul 15, 2022	BUY	$190.36 - $240.41 $436,495 - $551,260	2,293 New	2,293 $452,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Westshore Wealth, LLC Vanguard Mid Cap ETF Transaction History