Lji Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Lji Wealth Management, LLC

$508 Billion
Q4 2024

A detailed history of Lji Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 2,605 shares of VO stock, worth $701,943. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,605

Previous 3,712 29.82%

Holding current value

$701,943

Previous $979 Million 29.74%

% of portfolio

0.14%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$261.5 - $284.63 $289,480 - $315,085	-1,107 Reduced 29.82%	2,605 $688 Million
Q3 2024 Nov 06, 2024	SELL	$237.84 - $263.83 $19,265 - $21,370	-81 Reduced 2.14%	3,712 $979 Million
Q2 2024 Aug 12, 2024	BUY	$234.99 - $248.98 $15,039 - $15,934	64 Added 1.72%	3,793 $918 Million
Q1 2024 May 15, 2024	BUY	$225.86 - $249.86 $49,011 - $54,219	217 Added 6.18%	3,729 $932 Million
Q4 2023 Feb 13, 2024	BUY	$195.66 - $233.95 $450,800 - $539,020	2,304 Added 190.73%	3,512 $817 Million
Q3 2023 Feb 02, 2024	BUY	$206.6 - $228.23 $44,419 - $49,069	215 Added 21.65%	1,208 $252 Million
Q2 2023 Feb 02, 2024	BUY	$203.43 - $220.16 $202,005 - $218,618	993 New	993 $219 Million

Others Institutions Holding VO

# of Institutions

2,291

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

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Account

Lji Wealth Management, LLC Vanguard Mid Cap ETF Transaction History