A detailed history of Zrc Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 32,201 shares of VO stock, worth $8.63 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares
32,201
Previous 31,342 2.74%
Holding current value
$8.63 Million
Previous $7.59 Billion 11.96%
% of portfolio
3.65%
Previous 3.59%

Shares

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

Oct 04, 2024

BUY
$237.84 - $263.83 $204,304 - $226,629
859 Added 2.74%
32,201 $8.5 Billion
Q2 2024

Jul 08, 2024

BUY
$234.99 - $248.98 $315,121 - $333,882
1,341 Added 4.47%
31,342 $7.59 Billion
Q1 2024

Apr 19, 2024

BUY
$225.86 - $249.86 $474,080 - $524,456
2,099 Added 7.52%
30,001 $7.49 Billion
Q4 2023

Jan 16, 2024

SELL
$195.66 - $233.95 $5,282 - $6,316
-27 Reduced 0.1%
27,902 $5.81 Billion
Q3 2023

Oct 10, 2023

BUY
$206.6 - $228.23 $131,397 - $145,154
636 Added 2.33%
27,929 $5.82 Billion
Q2 2023

Jul 06, 2023

BUY
$203.43 - $220.16 $629,615 - $681,395
3,095 Added 12.79%
27,293 $6.04 Billion
Q1 2023

May 04, 2023

BUY
$200.2 - $225.98 $4.84 Million - $5.47 Million
24,198 New
24,198 $5.1 Billion

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


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

Track Zrc Wealth Management, LLC Portfolio

Follow Zrc Wealth Management, 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 Zrc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zrc Wealth Management, LLC with notifications on news.