Cassaday & CO Wealth Management LLC Vanguard Mid Cap ETF Transaction History

Cassaday & CO Wealth Management LLC

  • $3.53 Billion
  • Q3 2024

A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 3,085 shares of VO stock, worth $830,204. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,085
Previous 3,203 3.68%
Holding current value
$830,204
Previous $775,000 4.9%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 07, 2024
SELL
$237.84 - $263.83 $28,065 - $31,131
-118 Reduced 3.68%
3,085 $813,000
Q2 2024

Jul 30, 2024
BUY
$234.99 - $248.98 $4,699 - $4,979
20 Added 0.63%
3,203 $775,000
Q1 2024

May 08, 2024
BUY
$225.86 - $249.86 $4,065 - $4,497
18 Added 0.57%
3,183 $795,000
Q2 2023

Aug 07, 2023
SELL
$203.43 - $220.16 $95,612 - $103,475
-470 Reduced 12.93%
3,165 $696,000
Q1 2023

May 03, 2023
SELL
$200.2 - $225.98 $151,351 - $170,840
-756 Reduced 17.22%
3,635 $766,000
Q4 2022

Feb 07, 2023
BUY
$186.57 - $217.26 $819,228 - $953,988
4,391 New
4,391 $0

Others Institutions Holding VO

# of Institutions
2,092
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Cassaday & CO Wealth Management LLC Portfolio

Follow Cassaday & CO 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 Cassaday & CO Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassaday & CO Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email