Cws Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History

Cws Financial Advisors, LLC

$347 Million
Q3 2025

A detailed history of Cws Financial Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 10,544 shares of VO stock, worth $3.03 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

10,544

Previous 10,453 0.87%

Holding current value

$3.03 Million

Previous $2.93 Million 5.88%

% of portfolio

0.89%

Previous 0.88%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$279.83 - $293.74 $25,464 - $26,730	91 Added 0.87%	10,544 $3.1 Million
Q2 2025 Aug 08, 2025	SELL	$228.54 - $279.83 $93,929 - $115,010	-411 Reduced 3.78%	10,453 $2.93 Million
Q1 2025 May 13, 2025	BUY	$251.87 - $277.95 $126,438 - $139,530	502 Added 4.84%	10,864 $2.81 Million
Q4 2024 Feb 04, 2025	BUY	$261.5 - $284.63 $2.36 Million - $2.56 Million	9,008 Added 665.29%	10,362 $2.74 Million
Q2 2023 Aug 14, 2023	SELL	$203.43 - $220.16 $88,695 - $95,989	-436 Reduced 24.36%	1,354 $298,000

Q1 2023 May 09, 2023	BUY	$200.2 - $225.98 $54,654 - $61,692	273 Added 18.0%	1,790 $377,000
Q4 2022 Feb 10, 2023	SELL	$186.57 - $217.26 $68,657 - $79,951	-368 Reduced 19.52%	1,517 $309,000
Q2 2022 Aug 08, 2022	BUY	$190.36 - $240.41 $6,281 - $7,933	33 Added 1.78%	1,885 $371,000
Q1 2022 May 03, 2022	BUY	$219.86 - $253.39 $73,653 - $84,885	335 Added 22.08%	1,852 $440,000
Q2 2020 Aug 11, 2020	BUY	$124.34 - $175.42 $1,367 - $1,929	11 Added 0.73%	1,517 $249,000
Q4 2019 Feb 14, 2020	BUY	$162.13 - $178.73 $244,167 - $269,167	1,506 New	1,506 $268,000

Others Institutions Holding VO

# of Institutions

2,513

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

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Cws Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History