Accretive Wealth Partners, LLC Vanguard Mid Cap ETF Transaction History

Accretive Wealth Partners, LLC

$312 Million
Q3 2025

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 1,712 shares of VO stock, worth $491,224. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,712

Previous 1,712 -0.0%

Holding current value

$491,224

Previous $479,000 4.8%

% of portfolio

0.16%

Previous 0.16%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$228.54 - $279.83 $89,130 - $109,133	-390 Reduced 18.55%	1,712 $479,000
Q1 2025 May 07, 2025	BUY	$251.87 - $277.95 $223,912 - $247,097	889 Added 73.29%	2,102 $543,000
Q4 2024 Jan 30, 2025	BUY	$261.5 - $284.63 $98,062 - $106,736	375 Added 44.75%	1,213 $320,000
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

2,510

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

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.

Account

Accretive Wealth Partners, LLC Vanguard Mid Cap ETF Transaction History