Trek Financial, LLC Vanguard Mid Cap ETF Transaction History

Trek Financial, LLC

  • $1.54 Billion
  • Q3 2025

A detailed history of Trek Financial, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Trek Financial, LLC holds 923 shares of VO stock, worth $264,836. This represents 0.02% of its overall portfolio holdings.

Number of Shares
923
Previous 830 11.2%
Holding current value
$264,836
Previous $232,000 16.81%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 31, 2025
BUY
$279.83 - $293.74 $26,024 - $27,317
93 Added 11.2%
923 $271,000
Q1 2025

Apr 30, 2025
SELL
$251.87 - $277.95 $5,037 - $5,559
-20 Reduced 2.35%
830 $214,000
Q4 2024

Feb 13, 2025
BUY
$261.5 - $284.63 $222,275 - $241,935
850 New
850 $224,000
Q1 2019

May 14, 2019
SELL
N/A
-2,563 Closed
0 $0
Q4 2018

Mar 14, 2019
BUY
N/A
2,563 New
2,563 $354,000

Others Institutions Holding VO

# of Institutions
2,515
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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