Steward Partners Investment Advisory, LLC Vanguard Mid Cap ETF Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 144,520 shares of VO stock, worth $38.7 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
144,520
Previous 126,801 13.97%
Holding current value
$38.7 Million
Previous $30.7 Million 24.2%
% of portfolio
0.36%
Previous 0.33%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$237.84 - $263.83 $4.21 Million - $4.67 Million
17,719 Added 13.97%
144,520 $38.1 Million
Q2 2024

Aug 08, 2024
BUY
$234.99 - $248.98 $380,683 - $403,347
1,620 Added 1.29%
126,801 $30.7 Million
Q1 2024

May 15, 2024
BUY
$225.86 - $249.86 $21.5 Million - $23.8 Million
95,198 Added 317.51%
125,181 $31.3 Million
Q4 2023

Feb 12, 2024
BUY
$195.66 - $233.95 $473,105 - $565,691
2,418 Added 8.77%
29,983 $6.98 Million
Q3 2023

Nov 13, 2023
SELL
$206.6 - $228.23 $363,822 - $401,913
-1,761 Reduced 6.0%
27,565 $5.74 Million
Q2 2023

Aug 14, 2023
SELL
$203.43 - $220.16 $1.7 Million - $1.84 Million
-8,344 Reduced 22.15%
29,326 $6.46 Million
Q1 2023

May 15, 2023
BUY
$200.2 - $225.98 $240,840 - $271,853
1,203 Added 3.3%
37,670 $7.95 Million
Q4 2022

Feb 15, 2023
SELL
$186.57 - $217.26 $28,358 - $33,023
-152 Reduced 0.42%
36,467 $7.43 Million
Q3 2022

Nov 10, 2022
BUY
$187.98 - $227.42 $230,275 - $278,589
1,225 Added 3.46%
36,619 $6.88 Million
Q2 2022

Aug 04, 2022
SELL
$190.36 - $240.41 $406,608 - $513,515
-2,136 Reduced 5.69%
35,394 $6.97 Million
Q1 2022

May 02, 2022
BUY
$219.86 - $253.39 $463,464 - $534,146
2,108 Added 5.95%
37,530 $8.93 Million
Q4 2021

Feb 08, 2022
BUY
$236.98 - $261.2 $1.78 Million - $1.96 Million
7,506 Added 26.89%
35,422 $9.02 Million
Q3 2021

Nov 12, 2021
BUY
$229.88 - $249.8 $1.04 Million - $1.13 Million
4,521 Added 19.32%
27,916 $6.61 Million
Q2 2021

Aug 13, 2021
SELL
$223.23 - $238.25 $2.67 Million - $2.85 Million
-11,980 Reduced 33.87%
23,395 $5.55 Million
Q1 2021

May 14, 2021
BUY
$203.74 - $225.89 $3.07 Million - $3.41 Million
15,086 Added 74.36%
35,375 $0
Q4 2020

Feb 11, 2021
SELL
$176.14 - $208.21 $949,923 - $1.12 Million
-5,393 Reduced 21.0%
20,289 $4.2 Million
Q3 2020

Oct 30, 2020
BUY
$164.39 - $185.0 $473,771 - $533,170
2,882 Added 12.64%
25,682 $4.53 Million
Q2 2020

Aug 06, 2020
SELL
$124.34 - $175.42 $29,095 - $41,048
-234 Reduced 1.02%
22,800 $3.74 Million
Q1 2020

Apr 29, 2020
SELL
$112.37 - $186.27 $291,487 - $483,184
-2,594 Reduced 10.12%
23,034 $3.03 Million
Q4 2019

Jan 17, 2020
BUY
$162.13 - $178.73 $178,667 - $196,960
1,102 Added 4.49%
25,628 $4.57 Million
Q3 2019

Oct 30, 2019
BUY
$166.82 - $169.81 $278,255 - $283,243
1,668 Added 7.3%
24,526 $4.11 Million
Q2 2019

Jul 25, 2019
BUY
N/A
6,577 Added 40.4%
22,858 $3.82 Million
Q1 2019

Apr 30, 2019
BUY
N/A
4,998 Added 44.3%
16,281 $2.62 Million
Q4 2018

Jan 15, 2019
SELL
N/A
-3,986 Reduced 26.11%
11,283 $1.56 Million
Q3 2018

Oct 23, 2018
BUY
N/A
2,851 Added 22.96%
15,269 $2.51 Million
Q2 2018

Jul 20, 2018
BUY
N/A
3,421 Added 38.02%
12,418 $1.96 Million
Q1 2018

Apr 20, 2018
BUY
N/A
1,828 Added 25.5%
8,997 $1.39 Million
Q4 2017

Jan 19, 2018
SELL
N/A
-365 Reduced 4.84%
7,169 $1.11 Million
Q3 2017

Nov 22, 2017
BUY
N/A
81 Added 1.09%
7,534 $1.11 Million
Q2 2017

Nov 22, 2017
SELL
N/A
-45,098 Reduced 85.82%
7,453 $1.06 Million
Q1 2017

Nov 22, 2017
BUY
N/A
52,551
52,551 $7.32 Million

Others Institutions Holding VO

# of Institutions
2,092
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
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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