Gradient Capital Advisors, LLC Vanguard Mid Cap ETF Transaction History

Gradient Capital Advisors, LLC

$296 Million
Q3 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 14,813 shares of VO stock, worth $3.99 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

14,813

Previous 14,825 0.08%

Holding current value

$3.99 Million

Previous $3.59 Million 8.89%

% of portfolio

1.32%

Previous 1.29%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$237.84 - $263.83 $2,854 - $3,165	-12 Reduced 0.08%	14,813 $3.91 Million
Q2 2024 Jul 19, 2024	BUY	$234.99 - $248.98 $21,149 - $22,408	90 Added 0.61%	14,825 $3.59 Million
Q1 2024 Apr 17, 2024	SELL	$225.86 - $249.86 $82,213 - $90,949	-364 Reduced 2.41%	14,735 $3.68 Million
Q4 2023 Jan 31, 2024	SELL	$195.66 - $233.95 $43,436 - $51,936	-222 Reduced 1.45%	15,099 $3.51 Million
Q3 2023 Oct 24, 2023	SELL	$206.6 - $228.23 $4,338 - $4,792	-21 Reduced 0.14%	15,321 $3.19 Million
Q2 2023 Jul 18, 2023	BUY	$203.43 - $220.16 $5,899 - $6,384	29 Added 0.19%	15,342 $3.38 Million
Q1 2023 Apr 17, 2023	BUY	$200.2 - $225.98 $5,605 - $6,327	28 Added 0.18%	15,313 $3.23 Million
Q4 2022 Feb 03, 2023	BUY	$186.57 - $217.26 $89,926 - $104,719	482 Added 3.26%	15,285 $3.12 Million
Q3 2022 Nov 04, 2022	SELL	$187.98 - $227.42 $303,587 - $367,283	-1,615 Reduced 9.84%	14,803 $2.78 Million
Q2 2022 Jul 18, 2022	BUY	$190.36 - $240.41 $130,015 - $164,200	683 Added 4.34%	16,418 $3.23 Million
Q1 2022 Apr 29, 2022	BUY	$219.86 - $253.39 $674,310 - $777,147	3,067 Added 24.21%	15,735 $3.74 Million
Q4 2021 Jan 31, 2022	BUY	$236.98 - $261.2 $12,085 - $13,321	51 Added 0.4%	12,668 $3.23 Million
Q3 2021 Nov 02, 2021	SELL	$229.88 - $249.8 $24,137 - $26,229	-105 Reduced 0.83%	12,617 $2.99 Million
Q2 2021 Aug 02, 2021	BUY	$223.23 - $238.25 $9,152 - $9,768	41 Added 0.32%	12,722 $3.02 Million
Q1 2021 Apr 21, 2021	SELL	$203.74 - $225.89 $65,604 - $72,736	-322 Reduced 2.48%	12,681 $2.81 Million
Q4 2020 Jan 20, 2021	SELL	$176.14 - $208.21 $100,928 - $119,304	-573 Reduced 4.22%	13,003 $2.69 Million
Q3 2020 Oct 21, 2020	BUY	$164.39 - $185.0 $1,315 - $1,480	8 Added 0.06%	13,576 $2.39 Million
Q2 2020 Jul 28, 2020	BUY	$124.34 - $175.42 $277,899 - $392,063	2,235 Added 19.72%	13,568 $2.22 Million
Q1 2020 Apr 22, 2020	BUY	$112.37 - $186.27 $105,852 - $175,466	942 Added 9.07%	11,333 $1.49 Million
Q4 2019 Jan 16, 2020	SELL	$162.13 - $178.73 $15,726 - $17,336	-97 Reduced 0.92%	10,391 $1.85 Million
Q3 2019 Oct 22, 2019	SELL	$166.82 - $169.81 $6,839 - $6,962	-41 Reduced 0.39%	10,488 $1.76 Million
Q2 2019 Jul 16, 2019	SELL	N/A	-296 Reduced 2.73%	10,529 $1.76 Million
Q1 2019 Apr 16, 2019	BUY	N/A	705 Added 6.97%	10,825 $1.74 Million
Q4 2018 Jan 30, 2019	BUY	N/A	1,014 Added 11.14%	10,120 $1.4 Million
Q3 2018 Nov 06, 2018	BUY	N/A	137 Added 1.53%	9,106 $1.5 Million
Q2 2018 Jul 26, 2018	SELL	N/A	-32 Reduced 0.36%	8,969 $1.41 Million
Q1 2018 Apr 20, 2018	SELL	N/A	-86 Reduced 0.95%	9,001 $1.39 Million
Q4 2017 Feb 12, 2018	BUY	N/A	9,087	9,087 $1.41 Million

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

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 Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Capital Advisors, LLC with notifications on news.

Account

Gradient Capital Advisors, LLC Vanguard Mid Cap ETF Transaction History