Avitas Wealth Management LLC Vanguard Mid Cap ETF Transaction History

Avitas Wealth Management LLC

  • $701 Million
  • Q3 2024

A detailed history of Avitas Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Avitas Wealth Management LLC holds 1,758 shares of VO stock, worth $473,007. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,758
Previous 1,407 24.95%
Holding current value
$473,007
Previous $340,000 36.18%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Oct 25, 2024
BUY
$237.84 - $263.83 $83,481 - $92,604
351 Added 24.95%
1,758 $463,000
Q2 2024

Jul 24, 2024
BUY
$234.99 - $248.98 $2,349 - $2,489
10 Added 0.72%
1,407 $340,000
Q1 2024

Apr 24, 2024
SELL
$225.86 - $249.86 $2,936 - $3,248
-13 Reduced 0.92%
1,397 $349,000
Q4 2023

Jan 24, 2024
BUY
$195.66 - $233.95 $4,891 - $5,848
25 Added 1.81%
1,410 $328,000
Q3 2023

Nov 02, 2023
BUY
$206.6 - $228.23 $286,141 - $316,098
1,385 New
1,385 $288,000

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
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