Caliber Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Caliber Wealth Management, LLC

$188 Million
Q1 2024

A detailed history of Caliber Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 26,873 shares of VO stock, worth $7.2 Million. This represents 3.57% of its overall portfolio holdings.

Number of Shares

26,873

Previous 25,850 3.96%

Holding current value

$7.2 Million

Previous $6.01 Million 11.66%

% of portfolio

3.57%

Previous 3.53%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$225.86 - $249.86 $231,054 - $255,606	1,023 Added 3.96%	26,873 $6.71 Million
Q4 2023 Apr 22, 2024	BUY	$195.66 - $233.95 $65,154 - $77,905	333 Added 1.31%	25,850 $6.01 Million
Q3 2023 Oct 16, 2023	BUY	$206.6 - $228.23 $75,202 - $83,075	364 Added 1.45%	25,517 $5.31 Million
Q2 2023 Jul 27, 2023	BUY	$203.43 - $220.16 $164,778 - $178,329	810 Added 3.33%	25,153 $5.54 Million
Q1 2023 Apr 10, 2023	BUY	$200.2 - $225.98 $386,386 - $436,141	1,930 Added 8.61%	24,343 $5.13 Million
Q4 2022 Jan 24, 2023	SELL	$186.57 - $217.26 $96,270 - $112,106	-516 Reduced 2.25%	22,413 $0
Q3 2022 Oct 17, 2022	BUY	$187.98 - $227.42 $247,381 - $299,284	1,316 Added 6.09%	22,929 $4.31 Million
Q2 2022 Jul 12, 2022	BUY	$190.36 - $240.41 $243,660 - $307,724	1,280 Added 6.3%	21,613 $4.26 Million
Q1 2022 Apr 14, 2022	BUY	$219.86 - $253.39 $834,588 - $961,868	3,796 Added 22.95%	20,333 $4.84 Million
Q4 2021 Jan 20, 2022	BUY	$236.98 - $261.2 $808,101 - $890,692	3,410 Added 25.98%	16,537 $4.04 Million
Q3 2021 Oct 25, 2021	BUY	$229.88 - $249.8 $111,951 - $121,652	487 Added 3.85%	13,127 $3.26 Million
Q2 2021 Jul 22, 2021	BUY	$223.23 - $238.25 $1.09 Million - $1.16 Million	4,874 Added 62.76%	12,640 $3 Million
Q1 2021 Apr 26, 2021	BUY	$203.74 - $225.89 $76,402 - $84,708	375 Added 5.07%	7,766 $1.72 Million
Q4 2020 Jan 19, 2021	BUY	$176.14 - $208.21 $1.3 Million - $1.54 Million	7,391 New	7,391 $1.53 Million

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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Caliber Wealth Management, LLC Vanguard Mid Cap ETF Transaction History