Avidian Wealth Solutions, LLC Vanguard Mid Cap ETF Transaction History

Avidian Wealth Solutions, LLC

$2.13 Billion
Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 56,771 shares of VO stock, worth $15.3 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

56,771

Previous 59,193 4.09%

Holding current value

$15.3 Million

Previous $14.3 Million 4.52%

% of portfolio

0.7%

Previous 0.62%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$237.84 - $263.83 $576,048 - $638,996	-2,422 Reduced 4.09%	56,771 $15 Million
Q2 2024 Aug 06, 2024	BUY	$234.99 - $248.98 $1.39 Million - $1.48 Million	5,925 Added 11.12%	59,193 $14.3 Million
Q1 2024 May 03, 2024	SELL	$225.86 - $249.86 $916,314 - $1.01 Million	-4,057 Reduced 7.08%	53,268 $13.3 Million
Q4 2023 Feb 06, 2024	SELL	$195.66 - $233.95 $3.42 Million - $4.09 Million	-17,478 Reduced 23.37%	57,325 $13.3 Million
Q3 2023 Oct 13, 2023	SELL	$206.6 - $228.23 $2.95 Million - $3.25 Million	-14,257 Reduced 16.01%	74,803 $15.6 Million
Q2 2023 Aug 03, 2023	BUY	$203.43 - $220.16 $3.94 Million - $4.27 Million	19,387 Added 27.83%	89,060 $19.6 Million
Q1 2023 May 08, 2023	BUY	$200.2 - $225.98 $13.9 Million - $15.7 Million	69,673 New	69,673 $14.7 Million
Q1 2022 May 10, 2022	SELL	$219.86 - $253.39 $438,840 - $505,766	-1,996 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$236.98 - $261.2 $473,012 - $521,355	1,996 New	1,996 $509,000

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

Ticker VO
Sector ETFs
Industry ETFs

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Avidian Wealth Solutions, LLC Vanguard Mid Cap ETF Transaction History