Annex Advisory Services, LLC Vanguard Mid Cap ETF Transaction History

Annex Advisory Services, LLC

$4.03 Billion
Q4 2025

A detailed history of Annex Advisory Services, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Annex Advisory Services, LLC holds 2,287 shares of VO stock, worth $656,208. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,287

Previous 2,108 8.49%

Holding current value

$656,208

Previous $619,000 5.98%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$286.27 - $296.23 $51,242 - $53,025	179 Added 8.49%	2,287 $656,000
Q3 2025 Oct 17, 2025	SELL	$279.83 - $293.74 $86,187 - $90,471	-308 Reduced 12.75%	2,108 $619,000
Q2 2025 Jul 11, 2025	SELL	$228.54 - $279.83 $187,859 - $230,020	-822 Reduced 25.39%	2,416 $676,000
Q1 2025 Apr 10, 2025	BUY	$251.87 - $277.95 $503 - $555	2 Added 0.06%	3,238 $832,000
Q4 2024 Jan 16, 2025	BUY	$261.5 - $284.63 $239,795 - $261,005	917 Added 39.54%	3,236 $854,000

Q3 2024 Oct 10, 2024	SELL	$237.84 - $263.83 $58,032 - $64,374	-244 Reduced 9.52%	2,319 $611,000
Q2 2024 Jul 12, 2024	BUY	$234.99 - $248.98 $58,277 - $61,747	248 Added 10.71%	2,563 $620,000
Q1 2024 Apr 12, 2024	BUY	$225.86 - $249.86 $522,865 - $578,425	2,315 New	2,315 $578,000

Others Institutions Holding VO

# of Institutions

2,529

Shares Held

221M

Call Options Held

55K

Put Options Held

34.5K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Industry ETFs

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Annex Advisory Services, LLC Vanguard Mid Cap ETF Transaction History