Roger Wittlin Investment Advisory, LLC Vanguard Mid Cap ETF Transaction History

Roger Wittlin Investment Advisory, LLC

$176 Million
Q4 2024

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 19,754 shares of VO stock, worth $5.45 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares

19,754

Previous 19,667 0.44%

Holding current value

$5.45 Million

Previous $5.19 Million 0.56%

% of portfolio

2.96%

Previous 3.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$261.5 - $284.63 $22,750 - $24,762	87 Added 0.44%	19,754 $5.22 Million
Q3 2024 Nov 08, 2024	SELL	$237.84 - $263.83 $12,605 - $13,982	-53 Reduced 0.27%	19,667 $5.19 Million
Q2 2024 Jul 25, 2024	SELL	$234.99 - $248.98 $118,434 - $125,485	-504 Reduced 2.49%	19,720 $4.77 Million
Q1 2024 May 02, 2024	SELL	$225.86 - $249.86 $263,126 - $291,086	-1,165 Reduced 5.45%	20,224 $5.05 Million
Q4 2023 Jan 23, 2024	BUY	$195.66 - $233.95 $249,466 - $298,286	1,275 Added 6.34%	21,389 $4.98 Million
Q3 2023 Nov 14, 2023	BUY	$206.6 - $228.23 $192,138 - $212,253	930 Added 4.85%	20,114 $4.19 Million
Q2 2023 Jul 31, 2023	SELL	$203.43 - $220.16 $182,273 - $197,263	-896 Reduced 4.46%	19,184 $4.22 Million
Q1 2023 May 12, 2023	SELL	$200.2 - $225.98 $1.17 Million - $1.33 Million	-5,865 Reduced 22.61%	20,080 $4.24 Million
Q4 2022 Feb 10, 2023	BUY	$186.57 - $217.26 $4.6 Million - $5.35 Million	24,642 Added 1891.17%	25,945 $5.29 Million
Q3 2022 Oct 25, 2022	SELL	$187.98 - $227.42 $7.01 Million - $8.48 Million	-37,267 Reduced 96.62%	1,303 $244,000
Q2 2022 Jul 25, 2022	SELL	$190.36 - $240.41 $4.18 Million - $5.27 Million	-21,936 Reduced 36.25%	38,570 $7.6 Million
Q1 2022 May 16, 2022	BUY	$219.86 - $253.39 $46,610 - $53,718	212 Added 0.35%	60,506 $14.4 Million
Q4 2021 Feb 18, 2022	BUY	$236.98 - $261.2 $14.3 Million - $15.7 Million	60,294 New	60,294 $15.4 Million

Others Institutions Holding VO

# of Institutions

2,281

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Roger Wittlin Investment Advisory, LLC Vanguard Mid Cap ETF Transaction History