A detailed history of Accredited Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 2,005 shares of VO stock, worth $575,294. This represents 2.5% of its overall portfolio holdings.

Number of Shares
2,005
Previous 10,224 80.39%
Holding current value
$575,294
Previous $2.87 Billion 16.84%
% of portfolio
2.5%
Previous 2.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$279.83 - $293.74 $2.3 Million - $2.41 Million
-8,219 Reduced 80.39%
2,005 $3.36 Billion
Q2 2025

Aug 12, 2025

BUY
$228.54 - $279.83 $70,847 - $86,747
310 Added 3.13%
10,224 $2.87 Billion
Q1 2025

May 14, 2025

BUY
$251.87 - $277.95 $322,393 - $355,776
1,280 Added 14.83%
9,914 $2.56 Billion
Q4 2024

Feb 14, 2025

BUY
$261.5 - $284.63 $2.26 Million - $2.46 Million
8,634 New
8,634 $2.28 Billion

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


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

Track Accredited Wealth Management, LLC Portfolio

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

News

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