Stonebridge Financial Planning Group, LLC Vanguard Mid Cap ETF Transaction History

Stonebridge Financial Planning Group, LLC

$254 Million
Q3 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 6,927 shares of VO stock, worth $1.99 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

6,927

Previous 5,367 29.07%

Holding current value

$1.99 Million

Previous $1.5 Million 35.51%

% of portfolio

0.8%

Previous 0.66%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$279.83 - $293.74 $436,534 - $458,234	1,560 Added 29.07%	6,927 $2.03 Million
Q2 2025 Aug 05, 2025	BUY	$228.54 - $279.83 $93,929 - $115,010	411 Added 8.29%	5,367 $1.5 Million
Q1 2025 May 08, 2025	BUY	$251.87 - $277.95 $98,229 - $108,400	390 Added 8.54%	4,956 $1.28 Million
Q4 2024 Feb 18, 2025	BUY	$261.5 - $284.63 $230,381 - $250,759	881 Added 23.91%	4,566 $1.21 Million
Q3 2024 Nov 08, 2024	BUY	$237.84 - $263.83 $71,827 - $79,676	302 Added 8.93%	3,685 $972,000

Q2 2024 Aug 07, 2024	BUY	$234.99 - $248.98 $242,039 - $256,449	1,030 Added 43.77%	3,383 $819,000
Q1 2024 May 13, 2024	BUY	$225.86 - $249.86 $159,457 - $176,401	706 Added 42.87%	2,353 $587,000
Q4 2023 Feb 05, 2024	BUY	$195.66 - $233.95 $322,252 - $385,315	1,647 New	1,647 $383,000
Q2 2022 Aug 01, 2022	BUY	$190.36 - $240.41 $395,758 - $499,812	2,079 New	2,079 $410,000

Others Institutions Holding VO

# of Institutions

2,507

Shares Held

220M

Call Options Held

55K

Put Options Held

34.5K

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About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Stonebridge Financial Planning Group, LLC Vanguard Mid Cap ETF Transaction History