Lutz Financial Services LLC Vanguard Mid Cap ETF Transaction History

Lutz Financial Services LLC

$1.23 Billion
Q3 2024

A detailed history of Lutz Financial Services LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 4,411 shares of VO stock, worth $1.19 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,411

Previous 4,436 0.56%

Holding current value

$1.19 Million

Previous $1.07 Million 8.39%

% of portfolio

0.09%

Previous 0.09%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$237.84 - $263.83 $5,946 - $6,595	-25 Reduced 0.56%	4,411 $1.16 Million
Q2 2024 Jul 29, 2024	SELL	$234.99 - $248.98 $6,109 - $6,473	-26 Reduced 0.58%	4,436 $1.07 Million
Q1 2024 May 03, 2024	SELL	$225.86 - $249.86 $8,130 - $8,994	-36 Reduced 0.8%	4,462 $1.11 Million
Q4 2023 Feb 07, 2024	BUY	$195.66 - $233.95 $128,352 - $153,471	656 Added 17.07%	4,498 $1.05 Million
Q3 2023 Nov 03, 2023	SELL	$206.6 - $228.23 $619 - $684	-3 Reduced 0.08%	3,842 $800,000
Q2 2023 Aug 07, 2023	SELL	$203.43 - $220.16 $61,029 - $66,048	-300 Reduced 7.24%	3,845 $846,000
Q1 2023 May 01, 2023	SELL	$200.2 - $225.98 $15,215 - $17,174	-76 Reduced 1.8%	4,145 $874,000
Q4 2022 Feb 06, 2023	BUY	$186.57 - $217.26 $559 - $651	3 Added 0.07%	4,221 $860,000
Q3 2022 Oct 21, 2022	BUY	$187.98 - $227.42 $375 - $454	2 Added 0.05%	4,218 $793,000
Q2 2022 Jul 20, 2022	BUY	$190.36 - $240.41 $243,280 - $307,243	1,278 Added 43.5%	4,216 $830,000
Q1 2022 Apr 25, 2022	BUY	$219.86 - $253.39 $439 - $506	2 Added 0.07%	2,938 $699,000
Q4 2021 Jan 19, 2022	SELL	$236.98 - $261.2 $121,096 - $133,473	-511 Reduced 14.82%	2,936 $748,000
Q3 2021 Oct 27, 2021	SELL	$229.88 - $249.8 $18,390 - $19,984	-80 Reduced 2.27%	3,447 $816,000
Q2 2021 Jul 26, 2021	SELL	$223.23 - $238.25 $15,179 - $16,201	-68 Reduced 1.89%	3,527 $837,000
Q1 2021 Apr 27, 2021	SELL	$203.74 - $225.89 $12,428 - $13,779	-61 Reduced 1.67%	3,595 $796,000
Q4 2020 Feb 12, 2021	SELL	$176.14 - $208.21 $9,687 - $11,451	-55 Reduced 1.48%	3,656 $756,000
Q3 2020 Nov 05, 2020	SELL	$164.39 - $185.0 $23,343 - $26,270	-142 Reduced 3.69%	3,711 $654,000
Q2 2020 Jul 28, 2020	SELL	$124.34 - $175.42 $1.19 Million - $1.68 Million	-9,585 Reduced 71.33%	3,853 $632,000
Q1 2020 Apr 27, 2020	SELL	$112.37 - $186.27 $35,284 - $58,488	-314 Reduced 2.28%	13,438 $1.77 Million
Q4 2019 Feb 03, 2020	BUY	$162.13 - $178.73 $7,133 - $7,864	44 Added 0.32%	13,752 $2.45 Million
Q3 2019 Oct 31, 2019	SELL	$166.82 - $169.81 $14,513 - $14,773	-87 Reduced 0.63%	13,708 $2.3 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-239 Reduced 1.7%	13,795 $2.31 Million
Q1 2019 May 06, 2019	BUY	N/A	510 Added 3.77%	14,034 $2.26 Million
Q4 2018 Feb 13, 2019	BUY	N/A	10,469 Added 342.68%	13,524 $1.87 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-166 Reduced 5.15%	3,055 $502,000
Q1 2018 Apr 17, 2018	BUY	N/A	103 Added 3.3%	3,221 $497,000
Q4 2017 Apr 17, 2018	BUY	N/A	3,118	3,118 $483,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

View Full List

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Lutz Financial Services LLC Vanguard Mid Cap ETF Transaction History