Nvest Financial, LLC Vanguard Mid Cap ETF Transaction History

Nvest Financial, LLC

  • $187 Million
  • Q4 2024

A detailed history of Nvest Financial, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Nvest Financial, LLC holds 4,919 shares of VO stock, worth $1.26 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
4,919
Previous 4,866 1.09%
Holding current value
$1.26 Million
Previous $1.28 Million 1.25%
% of portfolio
0.69%
Previous 0.76%

Shares

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

Jan 22, 2025
BUY
$261.5 - $284.63 $13,859 - $15,085
53 Added 1.09%
4,919 $1.3 Million
Q3 2024

Oct 09, 2024
SELL
$237.84 - $263.83 $20,929 - $23,217
-88 Reduced 1.78%
4,866 $1.28 Million
Q2 2024

Jul 19, 2024
BUY
$234.99 - $248.98 $54,282 - $57,514
231 Added 4.89%
4,954 $1.2 Million
Q1 2024

Apr 18, 2024
BUY
$225.86 - $249.86 $13,551 - $14,991
60 Added 1.29%
4,723 $1.18 Million
Q4 2023

Jan 22, 2024
BUY
$195.66 - $233.95 $132,853 - $158,852
679 Added 17.04%
4,663 $1.08 Million
Q3 2023

Oct 13, 2023
BUY
$206.6 - $228.23 $39,460 - $43,591
191 Added 5.04%
3,984 $829,000
Q2 2023

Jul 20, 2023
SELL
$203.43 - $220.16 $8,340 - $9,026
-41 Reduced 1.07%
3,793 $835,000
Q1 2023

Apr 14, 2023
SELL
$200.2 - $225.98 $92,092 - $103,950
-460 Reduced 10.71%
3,834 $808,000
Q4 2022

Jan 19, 2023
SELL
$186.57 - $217.26 $25,746 - $29,981
-138 Reduced 3.11%
4,294 $0
Q3 2022

Oct 13, 2022
SELL
$187.98 - $227.42 $434,233 - $525,340
-2,310 Reduced 34.26%
4,432 $833,000
Q2 2022

Jul 13, 2022
SELL
$190.36 - $240.41 $54,823 - $69,238
-288 Reduced 4.1%
6,742 $1.33 Million
Q1 2022

Apr 26, 2022
BUY
$219.86 - $253.39 $1.55 Million - $1.78 Million
7,030 New
7,030 $1.67 Million

Others Institutions Holding VO

# of Institutions
2,307
Shares Held
188M
Call Options Held
55.1K
Put Options Held
17.1K
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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