Accretive Wealth Partners, LLC Vanguard Mid Cap ETF Transaction History

Accretive Wealth Partners, LLC

  • $232 Million
  • Q3 2024

A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 838 shares of VO stock, worth $225,472. This represents 0.1% of its overall portfolio holdings.

Number of Shares
838
Previous 1,450 42.21%
Holding current value
$225,472
Previous $351,000 37.04%
% of portfolio
0.1%
Previous 0.15%

Shares

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

Nov 12, 2024
SELL
$237.84 - $263.83 $145,558 - $161,463
-612 Reduced 42.21%
838 $221,000
Q2 2024

Aug 05, 2024
BUY
$234.99 - $248.98 $22,324 - $23,653
95 Added 7.01%
1,450 $351,000
Q1 2024

May 06, 2024
BUY
$225.86 - $249.86 $14,003 - $15,491
62 Added 4.8%
1,355 $338,000
Q3 2023

Nov 06, 2023
SELL
$206.6 - $228.23 $4,545 - $5,021
-22 Reduced 1.67%
1,293 $269,000
Q2 2022

Aug 12, 2022
BUY
$190.36 - $240.41 $69,100 - $87,268
363 Added 38.13%
1,315 $259,000
Q3 2021

Nov 12, 2021
SELL
$229.88 - $249.8 $36,780 - $39,968
-160 Reduced 14.39%
952 $225,000
Q2 2021

Aug 13, 2021
BUY
$223.23 - $238.25 $248,231 - $264,934
1,112 New
1,112 $264,000

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 Accretive Wealth Partners, LLC Portfolio

Follow Accretive Wealth Partners, 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 Accretive Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accretive Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email