Confluence Wealth Services, Inc. Vanguard Mid Cap ETF Transaction History

Confluence Wealth Services, Inc.

$1.86 Billion
Q3 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 791 shares of VO stock, worth $226,961. This represents 0.01% of its overall portfolio holdings.

Number of Shares

791

Previous 1,070 26.07%

Holding current value

$226,961

Previous $299,000 22.41%

% of portfolio

0.01%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	SELL	$279.83 - $293.74 $78,072 - $81,953	-279 Reduced 26.07%	791 $232,000
Q2 2025 Jul 22, 2025	BUY	$228.54 - $279.83 $244,537 - $299,418	1,070 New	1,070 $299,000
Q2 2024 Jul 31, 2024	SELL	$234.99 - $248.98 $1,644 - $1,742	-7 Reduced 0.53%	1,316 $318,000
Q1 2024 Apr 22, 2024	SELL	$225.86 - $249.86 $492,374 - $544,694	-2,180 Reduced 62.23%	1,323 $330,000
Q4 2023 Jan 25, 2024	BUY	$195.66 - $233.95 $426,538 - $510,011	2,180 Added 164.78%	3,503 $814,000

Q3 2023 Nov 01, 2023	BUY	$206.6 - $228.23 $12,396 - $13,693	60 Added 4.75%	1,323 $275,000
Q1 2023 May 11, 2023	SELL	$200.2 - $225.98 $52,052 - $58,754	-260 Reduced 17.07%	1,263 $266,000
Q4 2022 Feb 10, 2023	BUY	$186.57 - $217.26 $48,508 - $56,487	260 Added 20.59%	1,523 $310,000
Q3 2022 Nov 08, 2022	BUY	$187.98 - $227.42 $7,707 - $9,324	41 Added 3.36%	1,263 $237,000
Q2 2022 Aug 15, 2022	BUY	$190.36 - $240.41 $35,597 - $44,956	187 Added 18.07%	1,222 $272,000
Q4 2021 Feb 10, 2022	BUY	$236.98 - $261.2 $245,274 - $270,342	1,035 New	1,035 $263,000

Others Institutions Holding VO

# of Institutions

2,514

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
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Industry ETFs

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Confluence Wealth Services, Inc. Vanguard Mid Cap ETF Transaction History