Sonoma Private Wealth LLC Vanguard Mid Cap ETF Transaction History

Sonoma Private Wealth LLC

  • $83.7 Billion
  • Q3 2025

A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 1,142 shares of VO stock, worth $327,674. This represents 0.4% of its overall portfolio holdings.

Number of Shares
1,142
Previous 1,045 9.28%
Holding current value
$327,674
Previous $292 Million 14.71%
% of portfolio
0.4%
Previous 0.36%

Shares

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

Nov 14, 2025
BUY
$279.83 - $293.74 $27,143 - $28,492
97 Added 9.28%
1,142 $335 Million
Q1 2025

May 15, 2025
SELL
$251.87 - $277.95 $378,308 - $417,480
-1,502 Reduced 58.97%
1,045 $270 Million
Q4 2024

Feb 06, 2025
SELL
$261.5 - $284.63 $7,322 - $7,969
-28 Reduced 1.09%
2,547 $673 Million
Q3 2024

Oct 17, 2024
SELL
$237.84 - $263.83 $39,005 - $43,268
-164 Reduced 5.99%
2,575 $679 Million
Q2 2024

Aug 14, 2024
BUY
$234.99 - $248.98 $28,903 - $30,624
123 Added 4.7%
2,739 $663 Million
Q1 2024

May 09, 2024
SELL
$225.86 - $249.86 $5,420 - $5,996
-24 Reduced 0.91%
2,616 $654 Million
Q4 2023

Feb 12, 2024
SELL
$195.66 - $233.95 $102,917 - $123,057
-526 Reduced 16.61%
2,640 $614 Million
Q3 2023

Oct 30, 2023
BUY
$206.6 - $228.23 $110,117 - $121,646
533 Added 20.24%
3,166 $659 Million
Q2 2023

Aug 14, 2023
BUY
$203.43 - $220.16 $118,192 - $127,912
581 Added 28.31%
2,633 $580 Million
Q1 2023

May 10, 2023
BUY
$200.2 - $225.98 $410,810 - $463,710
2,052 New
2,052 $433 Million

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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