Capital Advisors Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Capital Advisors Wealth Management, LLC

$538 Million
Q3 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 13,128 shares of VO stock, worth $3.53 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

13,128

Previous 12,985 1.1%

Holding current value

$3.53 Million

Previous $3.14 Million 10.18%

% of portfolio

0.64%

Previous 0.62%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$237.84 - $263.83 $34,011 - $37,727	143 Added 1.1%	13,128 $3.46 Million
Q2 2024 Jul 16, 2024	BUY	$234.99 - $248.98 $233,815 - $247,735	995 Added 8.3%	12,985 $3.14 Million
Q1 2024 Apr 12, 2024	SELL	$225.86 - $249.86 $892,372 - $987,196	-3,951 Reduced 24.79%	11,990 $3 Million
Q4 2023 Jan 08, 2024	BUY	$195.66 - $233.95 $147,136 - $175,930	752 Added 4.95%	15,941 $3.71 Million
Q3 2023 Oct 10, 2023	BUY	$206.6 - $228.23 $2.76 Million - $3.05 Million	13,349 Added 725.49%	15,189 $3.16 Million
Q2 2023 Jul 11, 2023	BUY	$203.43 - $220.16 $26,242 - $28,400	129 Added 7.54%	1,840 $405,000
Q1 2023 Apr 14, 2023	BUY	$200.2 - $225.98 $342,542 - $386,651	1,711 New	1,711 $360,000

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

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.

Account

Capital Advisors Wealth Management, LLC Vanguard Mid Cap ETF Transaction History