Connecticut Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Connecticut Wealth Management, LLC

$2.23 Billion
Q3 2025

A detailed history of Connecticut Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 218,249 shares of VO stock, worth $62.6 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares

218,249

Previous 228,910 4.66%

Holding current value

$62.6 Million

Previous $64.1 Million 0.08%

% of portfolio

2.87%

Previous 3.07%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$279.83 - $293.74 $2.98 Million - $3.13 Million	-10,661 Reduced 4.66%	218,249 $64.1 Million
Q2 2025 Aug 14, 2025	BUY	$228.54 - $279.83 $5.74 Million - $7.03 Million	25,111 Added 12.32%	228,910 $64.1 Million
Q1 2025 May 15, 2025	BUY	$251.87 - $277.95 $51.3 Million - $56.6 Million	203,799 New	203,799 $52.7 Million
Q3 2024 Nov 13, 2024	SELL	$237.84 - $263.83 $22,119 - $24,536	-93 Reduced 0.05%	202,256 $53.4 Million
Q2 2024 Aug 13, 2024	SELL	$234.99 - $248.98 $219,245 - $232,298	-933 Reduced 0.46%	202,349 $49 Million

Q1 2024 May 01, 2024	SELL	$225.86 - $249.86 $511,121 - $565,433	-2,263 Reduced 1.1%	203,282 $50.8 Million
Q4 2023 Feb 06, 2024	BUY	$195.66 - $233.95 $2.85 Million - $3.41 Million	14,565 Added 7.63%	205,545 $47.8 Million
Q3 2023 Oct 19, 2023	SELL	$206.6 - $228.23 $1.02 Million - $1.13 Million	-4,953 Reduced 2.53%	190,980 $39.8 Million
Q2 2023 Jul 25, 2023	BUY	$203.43 - $220.16 $2.06 Million - $2.23 Million	10,111 Added 5.44%	195,933 $43.1 Million
Q1 2023 Apr 18, 2023	BUY	$200.2 - $225.98 $3.71 Million - $4.19 Million	18,522 Added 11.07%	185,822 $39.2 Million
Q4 2022 Jan 17, 2023	SELL	$186.57 - $217.26 $220,339 - $256,584	-1,181 Reduced 0.7%	167,300 $0
Q3 2022 Nov 02, 2022	BUY	$187.98 - $227.42 $1.52 Million - $1.83 Million	8,065 Added 5.03%	168,481 $31.7 Million
Q2 2022 Jul 12, 2022	BUY	$190.36 - $240.41 $530,723 - $670,263	2,788 Added 1.77%	160,416 $31.6 Million
Q1 2022 Apr 18, 2022	SELL	$219.86 - $253.39 $749,502 - $863,806	-3,409 Reduced 2.12%	157,628 $37.5 Million
Q4 2021 Jan 24, 2022	BUY	$236.98 - $261.2 $563,538 - $621,133	2,378 Added 1.5%	161,037 $41 Million
Q3 2021 Nov 02, 2021	SELL	$229.88 - $249.8 $256,086 - $278,277	-1,114 Reduced 0.7%	158,659 $37.6 Million
Q2 2021 Jul 29, 2021	SELL	$223.23 - $238.25 $12.5 Million - $13.3 Million	-55,842 Reduced 25.9%	159,773 $37.9 Million
Q1 2021 Apr 29, 2021	BUY	$203.74 - $225.89 $10.6 Million - $11.8 Million	52,148 Added 31.9%	215,615 $34.9 Million
Q4 2020 Jan 29, 2021	BUY	$176.14 - $208.21 $9,511 - $11,243	54 Added 0.03%	163,467 $33.8 Million
Q3 2020 Oct 13, 2020	SELL	$164.39 - $185.0 $141,868 - $159,655	-863 Reduced 0.53%	163,413 $28.8 Million
Q2 2020 Jul 14, 2020	BUY	$124.34 - $175.42 $342,183 - $482,755	2,752 Added 1.7%	164,276 $26.9 Million
Q1 2020 Apr 20, 2020	BUY	$112.37 - $186.27 $15.8 Million - $26.2 Million	140,542 Added 669.82%	161,524 $21.3 Million
Q4 2019 Jan 29, 2020	SELL	$162.13 - $178.73 $49,773 - $54,870	-307 Reduced 1.44%	20,982 $3.74 Million
Q3 2019 Oct 24, 2019	SELL	$166.82 - $169.81 $4,003 - $4,075	-24 Reduced 0.11%	21,289 $3.57 Million
Q2 2019 Jul 29, 2019	BUY	N/A	650 Added 3.15%	21,313 $3.56 Million
Q1 2019 Apr 23, 2019	SELL	N/A	-2,030 Reduced 8.95%	20,663 $3.32 Million
Q4 2018 Jan 28, 2019	SELL	N/A	-545 Reduced 2.35%	22,693 $3.14 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-80 Reduced 0.34%	23,238 $3.81 Million
Q2 2018 Aug 07, 2018	BUY	N/A	2 Added 0.01%	23,318 $3.68 Million
Q1 2018 May 08, 2018	BUY	N/A	1 Added 0.0%	23,316 $3.51 Million
Q4 2017 Feb 14, 2018	SELL	N/A	-82 Reduced 0.35%	23,315 $3.7 Million
Q3 2017 Nov 08, 2017	BUY	N/A	23,397	23,397 $3.47 Million

Others Institutions Holding VO

# of Institutions

2,507

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

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

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.

Account

Connecticut Wealth Management, LLC Vanguard Mid Cap ETF Transaction History