A detailed history of Baron Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Baron Wealth Management LLC holds 2,413 shares of VO stock, worth $649,241. This represents 0.31% of its overall portfolio holdings.

Number of Shares
2,413
Previous 2,407 0.25%
Holding current value
$649,241
Previous $583 Million 9.24%
% of portfolio
0.31%
Previous 0.3%

Shares

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

Nov 07, 2024

BUY
$237.84 - $263.83 $1,427 - $1,582
6 Added 0.25%
2,413 $637 Million
Q1 2024

May 08, 2024

BUY
$225.86 - $249.86 $71,597 - $79,205
317 Added 15.17%
2,407 $601 Million
Q4 2023

Jan 04, 2024

BUY
$195.66 - $233.95 $391 - $467
2 Added 0.1%
2,090 $486 Million
Q3 2023

Nov 01, 2023

SELL
$206.6 - $228.23 $68,591 - $75,772
-332 Reduced 13.72%
2,088 $435 Million
Q2 2023

Aug 08, 2023

BUY
$203.43 - $220.16 $610 - $660
3 Added 0.12%
2,420 $533 Million
Q1 2023

May 10, 2023

SELL
$200.2 - $225.98 $14,814 - $16,722
-74 Reduced 2.97%
2,417 $510,000
Q4 2022

Jun 06, 2023

BUY
$186.57 - $217.26 $13,806 - $16,077
74 Added 3.06%
2,491 $508 Million
Q4 2022

Apr 04, 2023

BUY
$186.57 - $217.26 $464,745 - $541,194
2,491 New
2,491 $507,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


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

Track Baron Wealth Management LLC Portfolio

Follow Baron Wealth Management 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 Baron Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Wealth Management LLC with notifications on news.