Whelan Financial Vanguard Mid Cap ETF Transaction History

Whelan Financial

$243 Million
Q3 2024

A detailed history of Whelan Financial transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Whelan Financial holds 48,436 shares of VO stock, worth $13.7 Million. This represents 5.26% of its overall portfolio holdings.

Number of Shares

48,436

Previous 48,303 0.28%

Holding current value

$13.7 Million

Previous $11.7 Million 9.27%

% of portfolio

5.26%

Previous 5.22%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$237.84 - $263.83 $31,632 - $35,089	133 Added 0.28%	48,436 $12.8 Million
Q2 2024 Jul 29, 2024	BUY	$234.99 - $248.98 $22,324 - $23,653	95 Added 0.2%	48,303 $11.7 Million
Q1 2024 Apr 19, 2024	SELL	$225.86 - $249.86 $362,053 - $400,525	-1,603 Reduced 3.22%	48,208 $12 Million
Q4 2023 Jan 18, 2024	SELL	$195.66 - $233.95 $203,486 - $243,308	-1,040 Reduced 2.05%	49,811 $11.6 Million
Q3 2023 Oct 20, 2023	BUY	$206.6 - $228.23 $285,314 - $315,185	1,381 Added 2.79%	50,851 $10.6 Million
Q2 2023 Jul 18, 2023	BUY	$203.43 - $220.16 $11,798 - $12,769	58 Added 0.12%	49,470 $10.9 Million
Q1 2023 May 22, 2023	BUY	$200.2 - $225.98 $817,616 - $922,902	4,084 Added 9.01%	49,412 $10.4 Million
Q4 2022 Jan 17, 2023	SELL	$186.57 - $217.26 $135,636 - $157,948	-727 Reduced 1.58%	45,328 $0
Q3 2022 Oct 18, 2022	BUY	$187.98 - $227.42 $1.05 Million - $1.26 Million	5,561 Added 13.73%	46,055 $8.66 Million
Q2 2022 Jul 18, 2022	SELL	$190.36 - $240.41 $429,832 - $542,845	-2,258 Reduced 5.28%	40,494 $7.98 Million
Q1 2022 Apr 19, 2022	BUY	$219.86 - $253.39 $976,837 - $1.13 Million	4,443 Added 11.6%	42,752 $10.2 Million
Q4 2021 Jan 19, 2022	SELL	$236.98 - $261.2 $1.45 Million - $1.6 Million	-6,120 Reduced 13.77%	38,309 $9.76 Million
Q3 2021 Nov 29, 2021	BUY	$229.88 - $249.8 $10.2 Million - $11.1 Million	44,429 New	44,429 $10.5 Million

Others Institutions Holding VO

# of Institutions

2,089

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Whelan Financial Vanguard Mid Cap ETF Transaction History