A detailed history of Mittelman Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Mittelman Wealth Management holds 7,702 shares of VO stock, worth $2.12 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
7,702
Previous 14,573 47.15%
Holding current value
$2.12 Million
Previous $3.84 Billion 47.09%
% of portfolio
1.89%
Previous 2.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025

SELL
$261.5 - $284.63 $1.8 Million - $1.96 Million
-6,871 Reduced 47.15%
7,702 $2.03 Billion
Q3 2024

Nov 15, 2024

BUY
$237.84 - $263.83 $1.35 Million - $1.5 Million
5,697 Added 64.18%
14,573 $3.84 Billion
Q2 2024

Aug 12, 2024

SELL
$234.99 - $248.98 $16,684 - $17,677
-71 Reduced 0.79%
8,876 $2.15 Billion
Q1 2024

May 06, 2024

BUY
$225.86 - $249.86 $2.02 Million - $2.24 Million
8,947 New
8,947 $2.24 Billion

Others Institutions Holding VO

About VANGUARD MID-CAP ETF


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

Track Mittelman Wealth Management Portfolio

Follow Mittelman Wealth Management 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 Mittelman Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Mittelman Wealth Management with notifications on news.