Morling Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History

Morling Financial Advisors, LLC

  • $254 Million
  • Q3 2025

A detailed history of Morling Financial Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 762 shares of VO stock, worth $218,640. This represents 0.09% of its overall portfolio holdings.

Number of Shares
762
Previous 651 17.05%
Holding current value
$218,640
Previous $182,000 22.53%
% of portfolio
0.09%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$279.83 - $293.74 $31,061 - $32,605
111 Added 17.05%
762 $223,000
Q1 2025

May 06, 2025
SELL
$251.87 - $277.95 $2,518 - $2,779
-10 Reduced 1.51%
651 $168,000
Q4 2024

Feb 07, 2025
BUY
$261.5 - $284.63 $2,615 - $2,846
10 Added 1.54%
661 $174,000
Q1 2024

May 13, 2024
SELL
$225.86 - $249.86 $3,387 - $3,747
-15 Reduced 2.25%
651 $162,000
Q4 2023

Feb 02, 2024
BUY
$195.66 - $233.95 $2,934 - $3,509
15 Added 2.3%
666 $154,000
Q2 2023

Jul 28, 2023
BUY
$203.43 - $220.16 $203 - $220
1 Added 0.15%
651 $143,000
Q4 2021

Feb 04, 2022
BUY
$236.98 - $261.2 $154,037 - $169,780
650 New
650 $166,000

Others Institutions Holding VO

# of Institutions
2,507
Shares Held
220M
Call Options Held
55K
Put Options Held
34.5K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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