Baker Tilly Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Baker Tilly Wealth Management, LLC

$249 Million
Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 5,413 shares of VO stock, worth $1.5 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

5,413

Previous 4,116 31.51%

Holding current value

$1.5 Million

Previous $1.09 Million 31.71%

% of portfolio

0.57%

Previous 0.49%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$261.5 - $284.63 $339,165 - $369,165	1,297 Added 31.51%	5,413 $1.43 Million
Q3 2024 Oct 24, 2024	BUY	$237.84 - $263.83 $21,405 - $23,744	90 Added 2.24%	4,116 $1.09 Million
Q2 2024 Jul 18, 2024	SELL	$234.99 - $248.98 $704 - $746	-3 Reduced 0.07%	4,026 $974,000
Q1 2024 May 09, 2024	SELL	$225.86 - $249.86 $114,285 - $126,429	-506 Reduced 11.16%	4,029 $1.01 Million
Q4 2023 Jan 10, 2024	BUY	$195.66 - $233.95 $43,045 - $51,469	220 Added 5.1%	4,535 $1.06 Million
Q3 2023 Oct 10, 2023	BUY	$206.6 - $228.23 $1,652 - $1,825	8 Added 0.19%	4,315 $898,000
Q2 2023 Jul 20, 2023	BUY	$203.43 - $220.16 $85,440 - $92,467	420 Added 10.81%	4,307 $948,000
Q1 2023 Apr 12, 2023	BUY	$200.2 - $225.98 $462,261 - $521,787	2,309 Added 146.32%	3,887 $819,000
Q4 2022 Jan 26, 2023	BUY	$186.57 - $217.26 $75,374 - $87,773	404 Added 34.41%	1,578 $0
Q3 2022 Oct 20, 2022	BUY	$187.98 - $227.42 $8,459 - $10,233	45 Added 3.99%	1,174 $221,000
Q2 2022 Jul 28, 2022	SELL	$190.36 - $240.41 $187,885 - $237,284	-987 Reduced 46.64%	1,129 $222,000
Q1 2022 Apr 27, 2022	BUY	$219.86 - $253.39 $139,611 - $160,902	635 Added 42.88%	2,116 $503,000
Q4 2021 Feb 08, 2022	BUY	$236.98 - $261.2 $20,854 - $22,985	88 Added 6.32%	1,481 $377,000
Q3 2021 Nov 02, 2021	BUY	$229.88 - $249.8 $320,222 - $347,971	1,393 New	1,393 $330,000
Q1 2021 Apr 28, 2021	SELL	$203.74 - $225.89 $254,063 - $281,684	-1,247 Closed	0 $0
Q4 2020 Feb 03, 2021	BUY	$176.14 - $208.21 $219,646 - $259,637	1,247 New	1,247 $258,000

Others Institutions Holding VO

# of Institutions

2,197

Shares Held

184M

Call Options Held

52.1K

Put Options Held

9.6K

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 Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Account

Baker Tilly Wealth Management, LLC Vanguard Mid Cap ETF Transaction History