Wetherby Asset Management Inc Vanguard Mid Cap ETF Transaction History

Wetherby Asset Management Inc

$2.19 Billion
Q2 2025

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 8,833 shares of VO stock, worth $2.61 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,833

Previous 11,111 20.5%

Holding current value

$2.61 Million

Previous $2.93 Million 15.78%

% of portfolio

0.11%

Previous 0.14%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$228.54 - $279.83 $520,614 - $637,452	-2,278 Reduced 20.5%	8,833 $2.47 Million
Q4 2024 Feb 14, 2025	BUY	$261.5 - $284.63 $523 - $569	2 Added 0.02%	11,111 $2.93 Million
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

# of Institutions

2,430

Shares Held

211M

Call Options Held

71.5K

Put Options Held

24.9K

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About VANGUARD MID-CAP ETF

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Wetherby Asset Management Inc Vanguard Mid Cap ETF Transaction History