Epg Wealth Management LLC Vanguard Mid Cap ETF Transaction History

Epg Wealth Management LLC

$372 Billion
Q4 2025

A detailed history of Epg Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 1,473 shares of VO stock, worth $422,647. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,473

Previous 1,476 0.2%

Holding current value

$422,647

Previous $434 Million 1.44%

% of portfolio

0.12%

Previous 0.12%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	SELL	$286.27 - $296.23 $858 - $888	-3 Reduced 0.2%	1,473 $427 Million
Q3 2025 Nov 03, 2025	BUY	$279.83 - $293.74 $22,106 - $23,205	79 Added 5.65%	1,476 $434 Million
Q3 2024 Nov 13, 2024	BUY	$237.84 - $263.83 $332,262 - $368,570	1,397 New	1,397 $369 Million
Q2 2024 Aug 13, 2024	SELL	$234.99 - $248.98 $317,236 - $336,123	-1,350 Closed	0 $0
Q1 2024 May 14, 2024	BUY	$225.86 - $249.86 $21,004 - $23,236	93 Added 7.4%	1,350 $337,000

Q4 2023 Feb 14, 2024	SELL	$195.66 - $233.95 $41,088 - $49,129	-210 Reduced 14.31%	1,257 $292,000
Q3 2023 Nov 13, 2023	BUY	$206.6 - $228.23 $413 - $456	2 Added 0.14%	1,467 $305,000
Q2 2023 Aug 15, 2023	SELL	$203.43 - $220.16 $10,781 - $11,668	-53 Reduced 3.49%	1,465 $322,000
Q1 2023 May 15, 2023	BUY	$200.2 - $225.98 $11,611 - $13,106	58 Added 3.97%	1,518 $320,000
Q4 2022 Feb 14, 2023	BUY	$186.57 - $217.26 $13,059 - $15,208	70 Added 5.04%	1,460 $297,000
Q3 2022 Nov 15, 2022	SELL	$187.98 - $227.42 $3,007 - $3,638	-16 Reduced 1.14%	1,390 $261,000
Q2 2022 Aug 15, 2022	SELL	$190.36 - $240.41 $23,414 - $29,570	-123 Reduced 8.04%	1,406 $277,000
Q1 2022 May 10, 2022	BUY	$219.86 - $253.39 $219 - $253	1 Added 0.07%	1,529 $364,000
Q1 2021 May 10, 2021	BUY	$203.74 - $225.89 $311,314 - $345,159	1,528 New	1,528 $338,000
Q2 2020 Aug 06, 2020	SELL	$124.34 - $175.42 $45,508 - $64,203	-366 Closed	0 $0
Q1 2020 May 05, 2020	SELL	$112.37 - $186.27 $24,609 - $40,793	-219 Reduced 37.44%	366 $48,000
Q4 2019 Feb 14, 2020	BUY	$162.13 - $178.73 $94,846 - $104,557	585 New	585 $104,000

Others Institutions Holding VO

# of Institutions

2,525

Shares Held

221M

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

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Account

Epg Wealth Management LLC Vanguard Mid Cap ETF Transaction History