A detailed history of Wetherby Asset Management Inc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wetherby Asset Management Inc holds 11,109 shares of VO stock, worth $3.04 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
11,109
Previous 11,207 0.87%
Holding current value
$3.04 Million
Previous $2.71 Million 8.0%
% of portfolio
0.14%
Previous 0.13%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$237.84 - $263.83 $23,308 - $25,855
-98 Reduced 0.87%
11,109 $2.93 Million
Q2 2024

Aug 14, 2024

SELL
$234.99 - $248.98 $64,387 - $68,220
-274 Reduced 2.39%
11,207 $2.71 Million
Q1 2024

May 15, 2024

BUY
$225.86 - $249.86 $498,247 - $551,191
2,206 Added 23.78%
11,481 $2.87 Million
Q4 2023

Feb 14, 2024

BUY
$195.66 - $233.95 $1.29 Million - $1.54 Million
6,595 Added 246.08%
9,275 $2.16 Million
Q3 2023

Nov 14, 2023

SELL
$206.6 - $228.23 $6,198 - $6,846
-30 Reduced 1.11%
2,680 $558,000
Q2 2023

Aug 14, 2023

SELL
$203.43 - $220.16 $99,680 - $107,878
-490 Reduced 15.31%
2,710 $596,000
Q1 2023

May 12, 2023

BUY
$200.2 - $225.98 $3,403 - $3,841
17 Added 0.53%
3,200 $674,000
Q4 2022

Feb 14, 2023

BUY
$186.57 - $217.26 $89,367 - $104,067
479 Added 17.71%
3,183 $648,000
Q3 2022

Nov 14, 2022

BUY
$187.98 - $227.42 $41,543 - $50,259
221 Added 8.9%
2,704 $508,000
Q2 2022

Aug 15, 2022

BUY
$190.36 - $240.41 $17,132 - $21,636
90 Added 3.76%
2,483 $489,000
Q1 2022

May 16, 2022

SELL
$219.86 - $253.39 $33,198 - $38,261
-151 Reduced 5.94%
2,393 $569,000
Q3 2021

Nov 15, 2021

BUY
$229.88 - $249.8 $17,241 - $18,735
75 Added 3.04%
2,544 $602,000
Q2 2021

Aug 16, 2021

BUY
$223.23 - $238.25 $160,055 - $170,825
717 Added 40.92%
2,469 $586,000
Q1 2021

May 14, 2021

SELL
$203.74 - $225.89 $51,546 - $57,150
-253 Reduced 12.62%
1,752 $388,000
Q4 2020

Feb 11, 2021

BUY
$176.14 - $208.21 $353,160 - $417,461
2,005 New
2,005 $415,000
Q1 2019

May 09, 2019

SELL
N/A
-1,502 Closed
0 $0
Q3 2018

Nov 07, 2018

BUY
N/A
1,502 New
1,502 $247,000
Q1 2018

May 04, 2018

SELL
N/A
-800 Closed
0 $0
Q3 2017

Nov 13, 2017

BUY
N/A
800
800 $118,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.