Phillips Financial Management, LLC Vanguard Mid Cap ETF Transaction History

Phillips Financial Management, LLC

  • $1.22 Billion
  • Q4 2024

A detailed history of Phillips Financial Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 104,300 shares of VO stock, worth $26.8 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
104,300
Previous 106,230 1.82%
Holding current value
$26.8 Million
Previous $28 Million 1.71%
% of portfolio
2.25%
Previous 2.23%

Shares

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

Feb 10, 2025
SELL
$261.5 - $284.63 $504,695 - $549,335
-1,930 Reduced 1.82%
104,300 $27.5 Million
Q3 2024

Nov 07, 2024
SELL
$237.84 - $263.83 $859,078 - $952,953
-3,612 Reduced 3.29%
106,230 $28 Million
Q2 2024

Aug 08, 2024
SELL
$234.99 - $248.98 $54,282 - $57,514
-231 Reduced 0.21%
109,842 $26.6 Million
Q1 2024

Apr 23, 2024
SELL
$225.86 - $249.86 $403,837 - $446,749
-1,788 Reduced 1.6%
110,073 $27.5 Million
Q4 2023

Jan 25, 2024
SELL
$195.66 - $233.95 $615,937 - $736,474
-3,148 Reduced 2.74%
111,861 $26 Million
Q3 2023

Nov 09, 2023
SELL
$206.6 - $228.23 $317,131 - $350,333
-1,535 Reduced 1.32%
115,009 $23.9 Million
Q2 2023

Aug 11, 2023
BUY
$203.43 - $220.16 $1.84 Million - $1.99 Million
9,047 Added 8.42%
116,544 $25.7 Million
Q1 2023

May 08, 2023
BUY
$200.2 - $225.98 $119,919 - $135,362
599 Added 0.56%
107,497 $22.7 Million
Q4 2022

Jan 24, 2023
SELL
$186.57 - $217.26 $2.68 Million - $3.12 Million
-14,363 Reduced 11.84%
106,898 $0
Q3 2022

Nov 08, 2022
BUY
$187.98 - $227.42 $1 Million - $1.21 Million
5,341 Added 4.61%
121,261 $22.8 Million
Q2 2022

Jul 22, 2022
BUY
$190.36 - $240.41 $2.11 Million - $2.67 Million
11,099 Added 10.59%
115,920 $22.8 Million
Q1 2022

May 06, 2022
SELL
$219.86 - $253.39 $6,595 - $7,601
-30 Reduced 0.03%
104,821 $24.9 Million
Q4 2021

Feb 07, 2022
SELL
$236.98 - $261.2 $146,453 - $161,421
-618 Reduced 0.59%
104,851 $26.7 Million
Q3 2021

Nov 09, 2021
SELL
$229.88 - $249.8 $556,999 - $605,265
-2,423 Reduced 2.25%
105,469 $25 Million
Q2 2021

Aug 10, 2021
SELL
$223.23 - $238.25 $150,010 - $160,104
-672 Reduced 0.62%
107,892 $25.6 Million
Q1 2021

May 17, 2021
SELL
$203.74 - $225.89 $468,805 - $519,772
-2,301 Reduced 2.08%
108,564 $24 Million
Q4 2020

Feb 16, 2021
SELL
$176.14 - $208.21 $773,959 - $914,874
-4,394 Reduced 3.81%
110,865 $22.9 Million
Q3 2020

Nov 06, 2020
SELL
$164.39 - $185.0 $288,175 - $324,305
-1,753 Reduced 1.5%
115,259 $20.3 Million
Q2 2020

Aug 07, 2020
BUY
$124.34 - $175.42 $1.42 Million - $2 Million
11,422 Added 10.82%
117,012 $19.2 Million
Q1 2020

May 15, 2020
BUY
$112.37 - $186.27 $6.91 Million - $11.4 Million
61,454 Added 139.24%
105,590 $13.2 Million
Q4 2019

Feb 19, 2020
SELL
$162.13 - $178.73 $55,934 - $61,661
-345 Reduced 0.78%
44,136 $7.86 Million
Q3 2019

Nov 12, 2019
SELL
$166.82 - $169.81 $50,713 - $51,622
-304 Reduced 0.68%
44,481 $7.46 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-1,245 Reduced 2.7%
44,785 $7.54 Million
Q1 2019

May 07, 2019
SELL
N/A
-210 Reduced 0.45%
46,030 $7.49 Million
Q4 2018

Feb 04, 2019
SELL
N/A
-987 Reduced 2.09%
46,240 $6.39 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-544 Reduced 1.14%
47,227 $7.74 Million
Q2 2018

Aug 09, 2018
SELL
N/A
-555 Reduced 1.15%
47,771 $7.54 Million
Q1 2018

May 11, 2018
SELL
N/A
-1,709 Reduced 3.42%
48,326 $7.33 Million
Q4 2017

Feb 01, 2018
SELL
N/A
-1,798 Reduced 3.47%
50,035 $7.9 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-216 Reduced 0.41%
51,833 $7.62 Million
Q2 2017

Aug 11, 2017
BUY
N/A
52,049
52,049 $7.61 Million

Others Institutions Holding VO

# of Institutions
2,302
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
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial Management, LLC 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 Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email