Intergy Private Wealth, LLC Vanguard Mid Cap ETF Transaction History

Intergy Private Wealth, LLC

$265 Million
Q4 2024

A detailed history of Intergy Private Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 8,087 shares of VO stock, worth $2.16 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

8,087

Previous 7,902 2.34%

Holding current value

$2.16 Million

Previous $2.08 Million 2.5%

% of portfolio

0.8%

Previous 0.8%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$261.5 - $284.63 $48,377 - $52,656	185 Added 2.34%	8,087 $2.14 Million
Q3 2024 Oct 17, 2024	BUY	$237.84 - $263.83 $54,703 - $60,680	230 Added 3.0%	7,902 $2.08 Million
Q2 2024 Jul 15, 2024	BUY	$234.99 - $248.98 $13,629 - $14,440	58 Added 0.76%	7,672 $1.86 Million
Q1 2024 Apr 24, 2024	BUY	$225.86 - $249.86 $51,044 - $56,468	226 Added 3.06%	7,614 $1.9 Million
Q4 2023 Jan 11, 2024	BUY	$195.66 - $233.95 $54,589 - $65,272	279 Added 3.92%	7,388 $1.72 Million
Q3 2023 Oct 19, 2023	BUY	$206.6 - $228.23 $826 - $912	4 Added 0.06%	7,109 $1.48 Million
Q2 2023 Aug 11, 2023	BUY	$203.43 - $220.16 $105,173 - $113,822	517 Added 7.85%	7,105 $1.56 Million
Q1 2023 May 03, 2023	BUY	$200.2 - $225.98 $79,679 - $89,940	398 Added 6.43%	6,588 $1.39 Million
Q4 2022 Jan 18, 2023	BUY	$186.57 - $217.26 $85,262 - $99,287	457 Added 7.97%	6,190 $0
Q3 2022 Oct 18, 2022	BUY	$187.98 - $227.42 $145,872 - $176,477	776 Added 15.65%	5,733 $1.08 Million
Q2 2022 Jul 13, 2022	BUY	$190.36 - $240.41 $167,136 - $211,079	878 Added 21.52%	4,957 $976,000
Q1 2022 Apr 25, 2022	BUY	$219.86 - $253.39 $406,081 - $468,011	1,847 Added 82.75%	4,079 $970,000
Q4 2021 Feb 17, 2022	BUY	$236.98 - $261.2 $528,939 - $582,998	2,232 New	2,232 $569,000

Others Institutions Holding VO

# of Institutions

2,291

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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Intergy Private Wealth, LLC Vanguard Mid Cap ETF Transaction History