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 2,319 shares of VO stock, worth $618,732. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,319
Previous 2,563 9.52%
Holding current value
$618,732
Previous $620,000 1.45%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD MID-CAP ETF


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

Track Annex Advisory Services, LLC Portfolio

Follow Annex Advisory Services, 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 Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.