A detailed history of Wmg Financial Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 1,157 shares of VO stock, worth $304,452. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,157
Previous 1,157 -0.0%
Holding current value
$304,452
Previous $289,000 3.11%
% of portfolio
0.16%
Previous 0.17%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$225.86 - $249.86 $25,748 - $28,484
-114 Reduced 8.97%
1,157 $289,000
Q4 2023

Feb 08, 2024

BUY
$195.66 - $233.95 $6,652 - $7,954
34 Added 2.75%
1,271 $295,000
Q2 2023

Aug 03, 2023

SELL
$203.43 - $220.16 $13,426 - $14,530
-66 Reduced 5.07%
1,237 $272,000
Q1 2023

Apr 18, 2023

SELL
$200.2 - $225.98 $23,023 - $25,987
-115 Reduced 8.11%
1,303 $274,000
Q4 2022

Feb 10, 2023

SELL
$186.57 - $217.26 $3,544 - $4,127
-19 Reduced 1.32%
1,418 $289,000
Q2 2022

Aug 08, 2022

BUY
$190.36 - $240.41 $8,185 - $10,337
43 Added 3.08%
1,437 $283,000
Q1 2022

Apr 18, 2022

BUY
$219.86 - $253.39 $32,539 - $37,501
148 Added 11.88%
1,394 $332,000
Q4 2021

Feb 14, 2022

BUY
$236.98 - $261.2 $295,277 - $325,455
1,246 New
1,246 $319,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


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

Track Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial Advisors, LLC 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 Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.