Klingman & Associates, LLC Vanguard Mid Cap ETF Transaction History

Klingman & Associates, LLC

$1.97 Billion
Q3 2025

A detailed history of Klingman & Associates, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Klingman & Associates, LLC holds 937 shares of VO stock, worth $268,853. This represents 0.01% of its overall portfolio holdings.

Number of Shares

937

Previous 937 -0.0%

Holding current value

$268,853

Previous $262,000 4.96%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	$228.54 - $279.83 $27,881 - $34,139	-122 Reduced 11.52%	937 $262,000
Q1 2025 May 12, 2025	SELL	$251.87 - $277.95 $51,633 - $56,979	-205 Reduced 16.22%	1,059 $273,000
Q4 2024 Jan 31, 2025	BUY	$261.5 - $284.63 $62,760 - $68,311	240 Added 23.44%	1,264 $333,000
Q2 2024 Jul 30, 2024	SELL	$234.99 - $248.98 $20,444 - $21,661	-87 Reduced 7.83%	1,024 $247,000
Q1 2024 May 01, 2024	BUY	$225.86 - $249.86 $19,649 - $21,737	87 Added 8.5%	1,111 $277,000

Q4 2023 Jan 29, 2024	SELL	$195.66 - $233.95 $97,830 - $116,975	-500 Reduced 32.81%	1,024 $238,000
Q3 2023 Oct 30, 2023	BUY	$206.6 - $228.23 $20,866 - $23,051	101 Added 7.1%	1,524 $317,000
Q2 2023 Jul 31, 2023	BUY	$203.43 - $220.16 $289,480 - $313,287	1,423 New	1,423 $313,000
Q1 2020 Apr 29, 2020	SELL	$112.37 - $186.27 $348,908 - $578,368	-3,105 Closed	0 $0
Q3 2019 Oct 22, 2019	BUY	$166.82 - $169.81 $5,004 - $5,094	30 Added 0.98%	3,105 $520,000
Q2 2019 Sep 27, 2019	BUY	N/A	3,075 New	3,075 $514,000
Q2 2019 Jul 24, 2019	SELL	N/A	-3,075 Closed	0 $0
Q3 2017 Oct 24, 2017	BUY	N/A	3,075	3,075 $452,000

Others Institutions Holding VO

# of Institutions

2,518

Shares Held

221M

Call Options Held

55K

Put Options Held

34.5K

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 Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.

Account

Klingman & Associates, LLC Vanguard Mid Cap ETF Transaction History