Forvis Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Forvis Wealth Advisors, LLC

$4.21 Billion
Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 34,061 shares of VO stock, worth $9.21 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

34,061

Previous 39,491 13.75%

Holding current value

$9.21 Million

Previous $10.4 Million 13.65%

% of portfolio

0.21%

Previous 0.24%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$261.5 - $284.63 $1.42 Million - $1.55 Million	-5,430 Reduced 13.75%	34,061 $9 Million
Q3 2024 Nov 14, 2024	SELL	$237.84 - $263.83 $1.5 Million - $1.66 Million	-6,298 Reduced 13.75%	39,491 $10.4 Million
Q2 2024 Aug 09, 2024	SELL	$234.99 - $248.98 $1.14 Million - $1.21 Million	-4,867 Reduced 9.61%	45,789 $11.1 Million
Q1 2024 Apr 19, 2024	BUY	$225.86 - $249.86 $1.84 Million - $2.04 Million	8,161 Added 19.2%	50,656 $12.7 Million
Q4 2023 Jan 11, 2024	SELL	$195.66 - $233.95 $618,481 - $739,515	-3,161 Reduced 6.92%	42,495 $9.89 Million
Q3 2023 Oct 25, 2023	SELL	$206.6 - $228.23 $2.41 Million - $2.67 Million	-11,689 Reduced 20.38%	45,656 $9.51 Million
Q2 2023 Aug 08, 2023	SELL	$203.43 - $220.16 $1.34 Million - $1.44 Million	-6,563 Reduced 10.27%	57,345 $12.6 Million
Q1 2023 Apr 26, 2023	BUY	$200.2 - $225.98 $3.01 Million - $3.4 Million	15,045 Added 30.79%	63,908 $13.5 Million
Q4 2022 Feb 02, 2023	SELL	$186.57 - $217.26 $244,779 - $285,045	-1,312 Reduced 2.61%	48,863 $9.96 Million
Q3 2022 Oct 13, 2022	SELL	$187.98 - $227.42 $915,274 - $1.11 Million	-4,869 Reduced 8.85%	50,175 $9.43 Million
Q2 2022 Jul 22, 2022	SELL	$190.36 - $240.41 $15.3 Million - $19.4 Million	-80,495 Reduced 59.39%	55,044 $10.8 Million
Q1 2022 May 10, 2022	BUY	$219.86 - $253.39 $1.55 Million - $1.79 Million	7,055 Added 5.49%	135,539 $32.2 Million
Q4 2021 Jan 14, 2022	BUY	$236.98 - $261.2 $990,813 - $1.09 Million	4,181 Added 3.36%	128,484 $32.7 Million
Q3 2021 Oct 14, 2021	BUY	$229.88 - $249.8 $1.7 Million - $1.85 Million	7,414 Added 6.34%	124,303 $29.4 Million
Q2 2021 Jul 14, 2021	BUY	$223.23 - $238.25 $98,221 - $104,830	440 Added 0.38%	116,889 $27.7 Million
Q1 2021 Apr 23, 2021	BUY	$203.74 - $225.89 $1.34 Million - $1.48 Million	6,565 Added 5.97%	116,449 $25.8 Million
Q4 2020 Jan 22, 2021	BUY	$176.14 - $208.21 $2.28 Million - $2.69 Million	12,932 Added 13.34%	109,884 $22.7 Million
Q3 2020 Nov 05, 2020	BUY	$164.39 - $185.0 $6.16 Million - $6.93 Million	37,483 Added 63.03%	96,952 $17.1 Million
Q2 2020 Jul 15, 2020	BUY	$124.34 - $175.42 $6.8 Million - $9.6 Million	54,717 Added 1151.45%	59,469 $9.75 Million
Q1 2020 Apr 10, 2020	SELL	$112.37 - $186.27 $13,147 - $21,793	-117 Reduced 2.4%	4,752 $626,000
Q3 2019 Oct 29, 2019	BUY	$166.82 - $169.81 $223,038 - $227,035	1,337 Added 37.85%	4,869 $816,000
Q2 2019 Jul 10, 2019	SELL	N/A	-1,195 Reduced 25.28%	3,532 $590,000
Q1 2019 Apr 10, 2019	BUY	N/A	115 Added 2.49%	4,727 $760,000
Q4 2018 Jan 15, 2019	SELL	N/A	-3,759 Reduced 44.91%	4,612 $637,000
Q3 2018 Oct 09, 2018	BUY	N/A	23 Added 0.28%	8,371 $1.37 Million
Q2 2018 Jul 13, 2018	SELL	N/A	-909 Reduced 9.82%	8,348 $1.32 Million
Q1 2018 May 25, 2018	BUY	N/A	135 Added 1.48%	9,257 $1.43 Million
Q1 2018 Apr 20, 2018	BUY	N/A	9,122 New	9,122 $1.44 Million

Others Institutions Holding VO

# of Institutions

2,290

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

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About VANGUARD MID-CAP ETF

Ticker VO
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Forvis Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History