Wealthquest Corp Vanguard Mid Cap ETF Transaction History

Wealthquest Corp

$948 Million
Q4 2024

A detailed history of Wealthquest Corp transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wealthquest Corp holds 126,653 shares of VO stock, worth $34.3 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares

126,653

Previous 123,046 2.93%

Holding current value

$34.3 Million

Previous $32.5 Million 3.05%

% of portfolio

3.53%

Previous 3.62%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$261.5 - $284.63 $943,230 - $1.03 Million	3,607 Added 2.93%	126,653 $33.5 Million
Q3 2024 Nov 21, 2024	BUY	$237.84 - $263.83 $2.97 Million - $3.29 Million	12,473 Added 11.28%	123,046 $32.5 Million
Q2 2024 Aug 26, 2024	BUY	$234.99 - $248.98 $1.19 Million - $1.26 Million	5,058 Added 4.79%	110,573 $26.8 Million
Q1 2024 May 09, 2024	BUY	$225.86 - $249.86 $6,098 - $6,746	27 Added 0.03%	105,515 $26.4 Million
Q4 2023 Feb 15, 2024	BUY	$195.66 - $233.95 $680,896 - $814,146	3,480 Added 3.41%	105,488 $24.5 Million
Q3 2023 Nov 15, 2023	BUY	$206.6 - $228.23 $742,313 - $820,030	3,593 Added 3.65%	102,008 $21.2 Million
Q2 2023 Aug 14, 2023	BUY	$203.43 - $220.16 $629,615 - $681,395	3,095 Added 3.25%	98,415 $21.7 Million
Q1 2023 May 04, 2023	BUY	$200.2 - $225.98 $419,018 - $472,976	2,093 Added 2.25%	95,320 $20.1 Million
Q4 2022 Feb 10, 2023	BUY	$186.57 - $217.26 $507,843 - $591,381	2,722 Added 3.01%	93,227 $19 Million
Q3 2022 Nov 08, 2022	BUY	$187.98 - $227.42 $3.66 Million - $4.43 Million	19,483 Added 27.43%	90,505 $17 Million
Q2 2022 Aug 12, 2022	SELL	$190.36 - $240.41 $1.96 Million - $2.48 Million	-10,305 Reduced 12.67%	71,022 $14 Million
Q4 2021 Feb 14, 2022	BUY	$236.98 - $261.2 $636,054 - $701,060	2,684 Added 3.41%	81,327 $20.7 Million
Q3 2021 Nov 15, 2021	BUY	$229.88 - $249.8 $3.31 Million - $3.6 Million	14,400 Added 22.41%	78,643 $18.6 Million
Q2 2021 Aug 10, 2021	SELL	$223.23 - $238.25 $671,475 - $716,656	-3,008 Reduced 4.47%	64,243 $15.2 Million
Q1 2021 May 13, 2021	BUY	$203.74 - $225.89 $1.05 Million - $1.16 Million	5,136 Added 8.27%	67,251 $14.9 Million
Q4 2020 Feb 09, 2021	BUY	$176.14 - $208.21 $379,405 - $448,484	2,154 Added 3.59%	62,115 $12.8 Million
Q3 2020 Nov 12, 2020	BUY	$164.39 - $185.0 $567,638 - $638,805	3,453 Added 6.11%	59,961 $10.6 Million
Q2 2020 Aug 11, 2020	BUY	$124.34 - $175.42 $3.63 Million - $5.13 Million	29,221 Added 107.09%	56,508 $9.26 Million
Q4 2019 Feb 18, 2020	BUY	$162.13 - $178.73 $1.46 Million - $1.61 Million	9,034 Added 49.49%	27,287 $4.86 Million
Q3 2019 Oct 18, 2019	BUY	$166.82 - $169.81 $1.36 Million - $1.38 Million	8,141 Added 80.51%	18,253 $3.06 Million
Q2 2019 Jul 22, 2019	BUY	N/A	2,503 Added 32.9%	10,112 $1.69 Million
Q1 2019 Apr 18, 2019	BUY	N/A	1,474 Added 24.03%	7,609 $1.22 Million
Q4 2018 Jan 23, 2019	BUY	N/A	6,135 New	6,135 $847,000

Others Institutions Holding VO

# of Institutions

2,287

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthquest Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wealthquest Corp with notifications on news.

Account

Wealthquest Corp Vanguard Mid Cap ETF Transaction History