Goal Fusion Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Goal Fusion Wealth Management, LLC

$183 Million
Q4 2024

A detailed history of Goal Fusion Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Goal Fusion Wealth Management, LLC holds 11,155 shares of VO stock, worth $3.02 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

11,155

Previous 10,754 3.73%

Holding current value

$3.02 Million

Previous $2.84 Million 3.84%

% of portfolio

1.61%

Previous 1.57%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$261.5 - $284.63 $104,861 - $114,136	401 Added 3.73%	11,155 $2.95 Million
Q3 2024 Oct 07, 2024	BUY	$237.84 - $263.83 $331,073 - $367,251	1,392 Added 14.87%	10,754 $2.84 Million
Q2 2024 Jul 18, 2024	SELL	$234.99 - $248.98 $27,258 - $28,881	-116 Reduced 1.22%	9,362 $2.27 Million
Q1 2024 Apr 03, 2024	BUY	$225.86 - $249.86 $72,049 - $79,705	319 Added 3.48%	9,478 $2.37 Million
Q4 2023 Jan 02, 2024	BUY	$195.66 - $233.95 $156,528 - $187,160	800 Added 9.57%	9,159 $2.13 Million
Q3 2023 Oct 10, 2023	BUY	$206.6 - $228.23 $95,862 - $105,898	464 Added 5.88%	8,359 $1.74 Million
Q2 2023 Jul 17, 2023	BUY	$203.43 - $220.16 $10,171 - $11,008	50 Added 0.64%	7,895 $1.74 Million
Q1 2023 Apr 03, 2023	SELL	$200.2 - $225.98 $296,896 - $335,128	-1,483 Reduced 15.9%	7,845 $1.65 Million
Q4 2022 Feb 09, 2023	BUY	$186.57 - $217.26 $138,061 - $160,772	740 Added 8.62%	9,328 $1.9 Million
Q3 2022 Oct 24, 2022	BUY	$187.98 - $227.42 $162,226 - $196,263	863 Added 11.17%	8,588 $1.61 Million
Q2 2022 Jul 29, 2022	BUY	$190.36 - $240.41 $130,206 - $164,440	684 Added 9.71%	7,725 $1.52 Million
Q1 2022 May 06, 2022	BUY	$219.86 - $253.39 $251,080 - $289,371	1,142 Added 19.36%	7,041 $1.67 Million
Q4 2021 Jan 31, 2022	BUY	$236.98 - $261.2 $1.4 Million - $1.54 Million	5,899 New	5,899 $1.3 Million

Others Institutions Holding VO

# of Institutions

2,290

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Goal Fusion Wealth Management, LLC Vanguard Mid Cap ETF Transaction History