Naviter Wealth, LLC Vanguard Mid Cap ETF Transaction History

Naviter Wealth, LLC

  • $842 Million
  • Q3 2025

A detailed history of Naviter Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Naviter Wealth, LLC holds 1,096 shares of VO stock, worth $314,475. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,096
Previous 1,286 14.77%
Holding current value
$314,475
Previous $359,000 10.58%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 06, 2025
SELL
$279.83 - $293.74 $53,167 - $55,810
-190 Reduced 14.77%
1,096 $321,000
Q2 2025

Jul 28, 2025
BUY
$228.54 - $279.83 $8,227 - $10,073
36 Added 2.88%
1,286 $359,000
Q1 2025

Apr 25, 2025
SELL
$251.87 - $277.95 $251 - $277
-1 Reduced 0.08%
1,250 $323,000
Q3 2024

Oct 16, 2024
BUY
$237.84 - $263.83 $7,610 - $8,442
32 Added 2.63%
1,251 $330,000
Q2 2024

Aug 01, 2024
BUY
$234.99 - $248.98 $44,648 - $47,306
190 Added 18.46%
1,219 $295,000
Q1 2024

Apr 18, 2024
SELL
$225.86 - $249.86 $47,882 - $52,970
-212 Reduced 17.08%
1,029 $257,000
Q4 2023

Feb 05, 2024
BUY
$195.66 - $233.95 $242,814 - $290,331
1,241 New
1,241 $288,000

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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