Trinity Financial Advisors LLC Vanguard Mid Cap ETF Transaction History

Trinity Financial Advisors LLC

$344 Million
Q3 2025

A detailed history of Trinity Financial Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 28,642 shares of VO stock, worth $8.22 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares

28,642

Previous 28,616 0.09%

Holding current value

$8.22 Million

Previous $8.01 Million 5.07%

% of portfolio

2.44%

Previous 2.48%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$279.83 - $293.74 $7,275 - $7,637	26 Added 0.09%	28,642 $8.41 Million
Q2 2025 Jul 03, 2025	BUY	$228.54 - $279.83 $873,479 - $1.07 Million	3,822 Added 15.42%	28,616 $8.01 Million
Q1 2025 May 19, 2025	SELL	$251.87 - $277.95 $1.01 Million - $1.11 Million	-3,999 Reduced 13.89%	24,794 $6.41 Million
Q1 2025 Apr 15, 2025	BUY	$251.87 - $277.95 $1.57 Million - $1.73 Million	6,228 Added 27.6%	28,793 $7.4 Million
Q4 2024 Jan 10, 2025	BUY	$261.5 - $284.63 $2.82 Million - $3.07 Million	10,773 Added 91.36%	22,565 $5.96 Million

Q3 2024 Oct 03, 2024	BUY	$237.84 - $263.83 $1.98 Million - $2.19 Million	8,304 Added 238.07%	11,792 $3.11 Million
Q2 2024 Jul 10, 2024	BUY	$234.99 - $248.98 $819,645 - $868,442	3,488 New	3,488 $844,000

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

Ticker VO
Sector ETFs
Industry ETFs

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Trinity Financial Advisors LLC Vanguard Mid Cap ETF Transaction History