Falcon Wealth Planning Vanguard Mid Cap ETF Transaction History

Falcon Wealth Planning

  • $798 Million
  • Q3 2024

A detailed history of Falcon Wealth Planning transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 2,253 shares of VO stock, worth $598,847. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,253
Previous 2,388 5.65%
Holding current value
$598,847
Previous $578,000 2.77%
% of portfolio
0.07%
Previous 0.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$237.84 - $263.83 $32,108 - $35,617
-135 Reduced 5.65%
2,253 $594,000
Q2 2024

Jul 16, 2024
BUY
$234.99 - $248.98 $45,118 - $47,804
192 Added 8.74%
2,388 $578,000
Q1 2024

Apr 15, 2024
BUY
$225.86 - $249.86 $6,775 - $7,495
30 Added 1.39%
2,196 $548,000
Q4 2023

Jan 10, 2024
BUY
$195.66 - $233.95 $5,087 - $6,082
26 Added 1.21%
2,166 $503,000
Q3 2023

Oct 05, 2023
BUY
$206.6 - $228.23 $245,854 - $271,593
1,190 Added 125.26%
2,140 $445,000
Q2 2023

Jul 13, 2023
BUY
$203.43 - $220.16 $193,258 - $209,152
950 New
950 $209,000
Q1 2022

May 05, 2022
SELL
$219.86 - $253.39 $178,966 - $206,259
-814 Closed
0 $0
Q4 2021

Jan 24, 2022
BUY
$236.98 - $261.2 $192,901 - $212,616
814 New
814 $207,000

Others Institutions Holding VO

# of Institutions
2,035
Shares Held
171M
Call Options Held
62.2K
Put Options Held
110K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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