A detailed history of Madison Wealth Partners, Inc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Madison Wealth Partners, Inc holds 1,264 shares of VO stock, worth $340,091. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,264
Previous 1,049 20.5%
Holding current value
$340,091
Previous $253,000 31.62%
% of portfolio
0.1%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$237.84 - $263.83 $51,135 - $56,723
215 Added 20.5%
1,264 $333,000
Q2 2024

Aug 09, 2024

BUY
$234.99 - $248.98 $1,409 - $1,493
6 Added 0.58%
1,049 $253,000
Q1 2024

Apr 29, 2024

BUY
$225.86 - $249.86 $27,329 - $30,233
121 Added 13.12%
1,043 $260,000
Q4 2023

Feb 12, 2024

BUY
$195.66 - $233.95 $180,398 - $215,701
922 New
922 $214,000
Q2 2022

Jul 22, 2022

SELL
$190.36 - $240.41 $189,408 - $239,207
-995 Closed
0 $0
Q1 2022

May 02, 2022

BUY
$219.86 - $253.39 $11,652 - $13,429
53 Added 5.63%
995 $237,000
Q4 2021

Jan 19, 2022

SELL
$236.98 - $261.2 $9,005 - $9,925
-38 Reduced 3.88%
942 $240,000
Q3 2021

Nov 09, 2021

BUY
$229.88 - $249.8 $2,528 - $2,747
11 Added 1.14%
980 $232,000
Q2 2021

Jul 19, 2021

SELL
$223.23 - $238.25 $3,348 - $3,573
-15 Reduced 1.52%
969 $230,000
Q4 2020

Feb 16, 2021

BUY
$176.14 - $208.21 $173,321 - $204,878
984 New
984 $203,000

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
Track This Portfolio

Track Madison Wealth Partners, Inc Portfolio

Follow Madison Wealth Partners, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Madison Wealth Partners, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Madison Wealth Partners, Inc with notifications on news.